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
$448M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$9.52M
3 +$5.83M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.44M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.34M

Sector Composition

1 Technology 8.05%
2 Financials 2.89%
3 Industrials 2.24%
4 Consumer Discretionary 2.22%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$18.1K ﹤0.01%
+97
752
$18.1K ﹤0.01%
+573
753
$18K ﹤0.01%
+620
754
$18K ﹤0.01%
+334
755
$18K ﹤0.01%
+4,000
756
$18K ﹤0.01%
+170
757
$17.9K ﹤0.01%
+375
758
$17.8K ﹤0.01%
+1,000
759
$17.7K ﹤0.01%
+250
760
$17.5K ﹤0.01%
+497
761
$17.3K ﹤0.01%
+350
762
$17.2K ﹤0.01%
+658
763
$17.2K ﹤0.01%
+71
764
$17.1K ﹤0.01%
+730
765
$17.1K ﹤0.01%
+320
766
$17K ﹤0.01%
+1,820
767
$16.9K ﹤0.01%
+1,083
768
$16.8K ﹤0.01%
+150
769
$16.8K ﹤0.01%
+321
770
$16.7K ﹤0.01%
+500
771
$16.6K ﹤0.01%
+525
772
$16.5K ﹤0.01%
+150
773
$16.4K ﹤0.01%
+4,509
774
$16.4K ﹤0.01%
+40
775
$16.3K ﹤0.01%
+418