IWA

IVC Wealth Advisors Portfolio holdings

AUM $224M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$5.94M
4
CZNC icon
Citizens & Northern Corp
CZNC
+$3.28M
5
TFC icon
Truist Financial
TFC
+$2.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.85%
2 Financials 11.75%
3 Healthcare 9.88%
4 Industrials 8.34%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.02%
+4,974
27
$1.05M 1%
+11,453
28
$977K 0.93%
+47,497
29
$932K 0.89%
+13,360
30
$923K 0.88%
+15,824
31
$899K 0.86%
+4,045
32
$897K 0.86%
+41,315
33
$826K 0.79%
+6,125
34
$802K 0.77%
+49,992
35
$788K 0.75%
+6,679
36
$783K 0.75%
+2,233
37
$765K 0.73%
+64,808
38
$764K 0.73%
+4,264
39
$762K 0.73%
+6,305
40
$753K 0.72%
+4,473
41
$737K 0.7%
+20,024
42
$734K 0.7%
+6,101
43
$695K 0.66%
+3,817
44
$694K 0.66%
+22,944
45
$679K 0.65%
+9,799
46
$667K 0.64%
+1,620
47
$626K 0.6%
+10,093
48
$621K 0.59%
+5,172
49
$611K 0.58%
+2,494
50
$601K 0.57%
+12,073
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