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
776
$12.8K ﹤0.01%
+81
777
$12.7K ﹤0.01%
+719
778
$12.6K ﹤0.01%
+393
779
$12.6K ﹤0.01%
+405
780
$12.6K ﹤0.01%
+74
781
$12.6K ﹤0.01%
+410
782
$12.5K ﹤0.01%
+193
783
$12.5K ﹤0.01%
+262
784
$12.4K ﹤0.01%
+928
785
$12.3K ﹤0.01%
+529
786
$12.2K ﹤0.01%
+590
787
$12.2K ﹤0.01%
+410
788
$12.1K ﹤0.01%
+432
789
$12.1K ﹤0.01%
+325
790
$12.1K ﹤0.01%
+100
791
$12K ﹤0.01%
+52
792
$11.9K ﹤0.01%
+775
793
$11.8K ﹤0.01%
+480
794
$11.8K ﹤0.01%
+1,000
795
$11.7K ﹤0.01%
+81
796
$11.7K ﹤0.01%
+201
797
$11.7K ﹤0.01%
+120
798
$11.6K ﹤0.01%
+300
799
$11.5K ﹤0.01%
+113
800
$11.5K ﹤0.01%
136
-4,179