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
851
$8.07K ﹤0.01%
60
852
$8.01K ﹤0.01%
458
853
$7.95K ﹤0.01%
1,000
854
$7.91K ﹤0.01%
1,250
855
$7.9K ﹤0.01%
285
856
$7.83K ﹤0.01%
1,212
857
$7.69K ﹤0.01%
80
858
$7.68K ﹤0.01%
1,874
859
$7.67K ﹤0.01%
239
860
$7.6K ﹤0.01%
100
861
$7.55K ﹤0.01%
300
862
$7.5K ﹤0.01%
44
+6
863
$7.47K ﹤0.01%
144
864
$7.45K ﹤0.01%
322
865
$7.38K ﹤0.01%
+100
866
$7.29K ﹤0.01%
+250
867
$7.28K ﹤0.01%
700
868
$7.26K ﹤0.01%
736
869
$7.24K ﹤0.01%
140
870
$7.21K ﹤0.01%
780
871
$7.2K ﹤0.01%
128
872
$7.19K ﹤0.01%
142
-387
873
$7.19K ﹤0.01%
75
874
$7.11K ﹤0.01%
40
875
$7.07K ﹤0.01%
745
33 34
35
36 37