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
$173M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$989K
3
+$638K
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$462K
5
CCI icon
Crown Castle
CCI
+$432K

Top Sells

1
+$710K
2
+$485K
3
+$479K
4
BA icon
Boeing
BA
+$421K
5
ISRG icon
Intuitive Surgical
ISRG
+$333K

Sector Composition

1 Technology 15.94%
2 Financials 8.38%
3 Healthcare 7.18%
4 Industrials 5.88%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.89%
31,301
+4,781
27
$1.51M 0.87%
4,131
+127
28
$1.43M 0.83%
5,075
-45
29
$1.43M 0.82%
4,564
+2
30
$1.38M 0.8%
15,132
-1,146
31
$1.34M 0.77%
6,997
-30
32
$1.33M 0.77%
6,242
+3
33
$1.32M 0.76%
6,898
+1,003
34
$1.24M 0.72%
2,958
-4
35
$1.22M 0.7%
8,713
-292
36
$1.21M 0.7%
11,815
-11
37
$1.2M 0.69%
23,685
+19,486
38
$1.18M 0.68%
12,196
-58
39
$1.15M 0.66%
6,543
-119
40
$1.14M 0.66%
6,232
41
$1.11M 0.64%
3,115
-21
42
$1.06M 0.61%
8,331
+401
43
$1.04M 0.6%
8,128
+195
44
$1.03M 0.59%
+18,990
45
$947K 0.55%
8,150
+649
46
$924K 0.53%
1,868
-92
47
$923K 0.53%
18,488
+494
48
$897K 0.52%
6,937
+319
49
$895K 0.52%
2,502
+1
50
$886K 0.51%
13,265
-334
1
2
3 4 5