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
$526M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.08%
2 Financials 6.65%
3 Industrials 6.57%
4 Consumer Staples 5.09%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$703K 0.13%
+3,204
152
$700K 0.13%
+16,969
153
$698K 0.13%
+6,097
154
$696K 0.13%
+4,545
155
$690K 0.13%
+9,853
156
$688K 0.13%
+5,191
157
$684K 0.13%
+19,558
158
$682K 0.13%
+22,975
159
$682K 0.13%
+7,632
160
$678K 0.13%
+8,131
161
$671K 0.13%
+7,010
162
$669K 0.13%
+14,299
163
$667K 0.13%
+4,828
164
$666K 0.13%
+3,134
165
$664K 0.13%
+3,753
166
$654K 0.12%
+13,852
167
$653K 0.12%
+6,156
168
$645K 0.12%
+10,028
169
$632K 0.12%
+3,211
170
$627K 0.12%
+7,521
171
$619K 0.12%
+12,039
172
$614K 0.12%
+13,294
173
$608K 0.12%
+8,077
174
$606K 0.12%
+7,769
175
$584K 0.11%
+7,393