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
$136M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.9M
3
+$610K
4
V icon
Visa
V
+$590K
5
VHT icon
Vanguard Health Care ETF
VHT
+$440K

Top Sells

1
+$307K
2
+$261K
3
+$251K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$241K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$239K

Sector Composition

1 Technology 13.93%
2 Financials 10.04%
3 Healthcare 9.64%
4 Industrials 6.8%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$775K 0.57%
6,778
+1,841
52
$766K 0.56%
8,813
-269
53
$748K 0.55%
4,990
-2
54
$741K 0.55%
11,652
+160
55
$739K 0.54%
6,137
+15
56
$737K 0.54%
5,706
+1,506
57
$730K 0.54%
3,564
58
$682K 0.5%
2,732
+112
59
$668K 0.49%
2,783
-13
60
$661K 0.49%
6,595
+438
61
$646K 0.48%
8,979
+174
62
$634K 0.47%
2,592
-4
63
$631K 0.47%
23,967
+15,320
64
$599K 0.44%
22,182
-2,005
65
$550K 0.41%
3,352
-19
66
$546K 0.4%
37,380
+14,960
67
$536K 0.4%
10,698
-3,816
68
$528K 0.39%
7,390
-443
69
$501K 0.37%
3,738
+97
70
$495K 0.36%
3,267
+23
71
$470K 0.35%
17,798
+2,269
72
$466K 0.34%
3,532
+3
73
$464K 0.34%
34,396
+32,553
74
$452K 0.33%
1,431
+141
75
$452K 0.33%
15,298
+483
1 2
3
4 5