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
$419M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.21M
3
+$1.53M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.5M

Top Sells

1
+$2.56M
2
+$2.49M
3
+$2.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.78M

Sector Composition

1 Technology 10.03%
2 Industrials 5.04%
3 Consumer Staples 4.96%
4 Financials 4.61%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$11.8K ﹤0.01%
113
777
$11.8K ﹤0.01%
290
778
$11.8K ﹤0.01%
436
779
$11.7K ﹤0.01%
184
+100
780
$11.5K ﹤0.01%
120
781
$11.5K ﹤0.01%
108
+100
782
$11.4K ﹤0.01%
928
783
$11.4K ﹤0.01%
55
-291
784
$11.3K ﹤0.01%
325
785
$11.2K ﹤0.01%
450
786
$11.2K ﹤0.01%
67
-50
787
$11.1K ﹤0.01%
400
-200
788
$10.7K ﹤0.01%
+1,500
789
$10.7K ﹤0.01%
241
790
$10.7K ﹤0.01%
23
+1
791
$10.6K ﹤0.01%
+420
792
$10.6K ﹤0.01%
10,000
+5,000
793
$10.6K ﹤0.01%
241
+221
794
$10.5K ﹤0.01%
300
-100
795
$10.5K ﹤0.01%
557
796
$10.5K ﹤0.01%
60
797
$10.5K ﹤0.01%
170
798
$10.4K ﹤0.01%
41
-281
799
$10.3K ﹤0.01%
125
800
$10.3K ﹤0.01%
150
30 31
32
33 34