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
51
$600K 0.57%
+3,531
52
$599K 0.57%
+3,548
53
$553K 0.53%
+12,360
54
$547K 0.52%
+9,980
55
$542K 0.52%
+2,686
56
$530K 0.51%
+4,522
57
$520K 0.5%
+3,519
58
$518K 0.49%
+2,328
59
$509K 0.49%
+10,910
60
$487K 0.46%
+1,875
61
$481K 0.46%
+3,769
62
$476K 0.45%
+15,779
63
$472K 0.45%
+2,900
64
$450K 0.43%
+3,235
65
$443K 0.42%
+9,511
66
$439K 0.42%
+2,487
67
$435K 0.42%
+8,714
68
$428K 0.41%
+3,596
69
$418K 0.4%
+12,386
70
$410K 0.39%
+9,700
71
$409K 0.39%
+1,566
72
$406K 0.39%
+1,947
73
$388K 0.37%
+1,689
74
$384K 0.37%
+6,392
75
$381K 0.36%
+2,685
1 2
3
4 5