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
901
$6.16K ﹤0.01%
4,000
902
$6.15K ﹤0.01%
300
903
$6.13K ﹤0.01%
72
904
$6.11K ﹤0.01%
78
905
$6.06K ﹤0.01%
527
906
$6.01K ﹤0.01%
100
907
$6K ﹤0.01%
328
-111
908
$5.99K ﹤0.01%
71
909
$5.93K ﹤0.01%
209
+5
910
$5.92K ﹤0.01%
98
911
$5.84K ﹤0.01%
50
912
$5.82K ﹤0.01%
525
913
$5.8K ﹤0.01%
100
914
$5.79K ﹤0.01%
155
915
$5.77K ﹤0.01%
100
-101
916
$5.76K ﹤0.01%
50
-736
917
$5.76K ﹤0.01%
28
918
$5.76K ﹤0.01%
310
-20
919
$5.75K ﹤0.01%
200
920
$5.74K ﹤0.01%
59
+50
921
$5.74K ﹤0.01%
360
922
$5.74K ﹤0.01%
195
+1
923
$5.73K ﹤0.01%
65
924
$5.72K ﹤0.01%
712
925
$5.72K ﹤0.01%
16
35 36
37
38 39