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
$127M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.75M
3
+$2.24M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.73M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.42M

Top Sells

1
+$648K
2
+$642K
3
+$498K
4
AAPL icon
Apple
AAPL
+$458K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$275K

Sector Composition

1 Technology 16.4%
2 Financials 11.45%
3 Healthcare 8.58%
4 Industrials 8.07%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.54%
3,648
+100
52
$673K 0.53%
1,620
53
$668K 0.53%
+9,267
54
$665K 0.52%
18,796
+6,410
55
$656K 0.52%
3,489
-42
56
$653K 0.51%
4,668
+1,751
57
$642K 0.51%
10,168
+75
58
$631K 0.5%
3,271
+585
59
$629K 0.5%
19,569
-3,375
60
$622K 0.49%
8,574
-140
61
$621K 0.49%
3,134
+647
62
$608K 0.48%
2,495
+1
63
$597K 0.47%
15,283
-496
64
$581K 0.46%
35,816
-14,176
65
$560K 0.44%
1,970
+95
66
$555K 0.44%
10,530
+550
67
$554K 0.44%
9,075
-1,835
68
$549K 0.43%
2,329
+1
69
$546K 0.43%
3,520
+1
70
$524K 0.41%
4,439
-83
71
$513K 0.4%
3,205
-4,014
72
$509K 0.4%
1,841
+275
73
$480K 0.38%
6,388
-3,411
74
$469K 0.37%
1,536
+300
75
$457K 0.36%
6,348
-44
1 2
3
4 5