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
1051
$3.37K ﹤0.01%
+79
1052
$3.37K ﹤0.01%
41
1053
$3.33K ﹤0.01%
35
1054
$3.32K ﹤0.01%
+139
1055
$3.32K ﹤0.01%
100
1056
$3.31K ﹤0.01%
+128
1057
$3.29K ﹤0.01%
+76
1058
$3.25K ﹤0.01%
120
1059
$3.25K ﹤0.01%
27
1060
$3.24K ﹤0.01%
135
-210
1061
$3.24K ﹤0.01%
200
1062
$3.24K ﹤0.01%
125
-492
1063
$3.18K ﹤0.01%
50
1064
$3.16K ﹤0.01%
14
1065
$3.16K ﹤0.01%
43
1066
$3.09K ﹤0.01%
65
+20
1067
$3.09K ﹤0.01%
+160
1068
$3.08K ﹤0.01%
77
1069
$3.07K ﹤0.01%
91
-7,050
1070
$3.06K ﹤0.01%
20
-45
1071
$3.05K ﹤0.01%
100
1072
$3.04K ﹤0.01%
+80
1073
$3.04K ﹤0.01%
110
1074
$3.04K ﹤0.01%
300
-205
1075
$3.04K ﹤0.01%
74
41 42
43
44 45