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
$399M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$3.19M
3
+$2.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.6M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.25M

Top Sells

1
+$7.28M
2
+$7.12M
3
+$6.55M
4
AMZN icon
Amazon
AMZN
+$5.42M
5
NVDA icon
NVIDIA
NVDA
+$4.39M

Sector Composition

1 Technology 7.58%
2 Financials 2.86%
3 Healthcare 2.37%
4 Consumer Discretionary 2.29%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10.7K ﹤0.01%
+242
827
$10.7K ﹤0.01%
186
+4
828
$10.7K ﹤0.01%
185
-267
829
$10.5K ﹤0.01%
10,000
830
$10.5K ﹤0.01%
185
-200
831
$10.4K ﹤0.01%
165
-10,554
832
$10.4K ﹤0.01%
160
-30
833
$10.4K ﹤0.01%
+259
834
$10.4K ﹤0.01%
150
835
$10.4K ﹤0.01%
252
+51
836
$10.3K ﹤0.01%
70
837
$10.3K ﹤0.01%
425
838
$10.2K ﹤0.01%
107
+1
839
$10K ﹤0.01%
557
840
$9.99K ﹤0.01%
193
841
$9.92K ﹤0.01%
124
-243
842
$9.91K ﹤0.01%
300
843
$9.7K ﹤0.01%
195
+188
844
$9.55K ﹤0.01%
375
845
$9.55K ﹤0.01%
600
-1,297
846
$9.46K ﹤0.01%
420
847
$9.45K ﹤0.01%
467
848
$9.33K ﹤0.01%
800
849
$9.23K ﹤0.01%
380
+80
850
$9.22K ﹤0.01%
723
-75
32 33
34
35 36