IIA

ICW Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$427K
2 +$228K
3 +$227K
4
TROW icon
T. Rowe Price
TROW
+$218K
5
MTD icon
Mettler-Toledo International
MTD
+$205K

Top Sells

1 +$441

Sector Composition

1 Consumer Staples 21.71%
2 Healthcare 17.03%
3 Industrials 14.77%
4 Consumer Discretionary 13.69%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$227K 0.13%
+3,733
127
$218K 0.12%
+1,927
128
$205K 0.12%
+134