IGWM

ICA Group Wealth Management Portfolio holdings

AUM $167M
1-Year Est. Return 18.57%
This Fund
S&P 500
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
+$5.32M
2
+$2.2M
3
+$1.55M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M

Top Sells

1
+$2.53M
2
+$2.33M
3
+$2.26M
4
VTV icon
Vanguard Value ETF
VTV
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.75M

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
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