IGWM

ICA Group Wealth Management Portfolio holdings

AUM $167M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$3.7M
3
+$2.67M
4
SO icon
Southern Company
SO
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.24M

Top Sells

1
+$11.3M
2
+$7.05M
3
+$4.65M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$3.75M

Sector Composition

1 Technology 7.76%
2 Industrials 4.77%
3 Consumer Staples 4.68%
4 Financials 4.38%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$14.6K ﹤0.01%
3,333
-7,635
752
$14.5K ﹤0.01%
+800
753
$14.4K ﹤0.01%
+1,600
754
$14.3K ﹤0.01%
+3,100
755
$14.2K ﹤0.01%
+150
756
$14.2K ﹤0.01%
+400
757
$14.2K ﹤0.01%
+1,000
758
$14.2K ﹤0.01%
+414
759
$14.2K ﹤0.01%
+1,213
760
$14.1K ﹤0.01%
+584
761
$14K ﹤0.01%
+190
762
$13.9K ﹤0.01%
+495
763
$13.8K ﹤0.01%
+135
764
$13.8K ﹤0.01%
+100
765
$13.7K ﹤0.01%
+199
766
$13.7K ﹤0.01%
+350
767
$13.7K ﹤0.01%
+760
768
$13.4K ﹤0.01%
+450
769
$13.4K ﹤0.01%
+375
770
$13.3K ﹤0.01%
+100
771
$13.2K ﹤0.01%
+150
772
$13.1K ﹤0.01%
+1,000
773
$13K ﹤0.01%
+98
774
$13K ﹤0.01%
+100
775
$12.9K ﹤0.01%
+114
29 30
31
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