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
51
$880K 0.51%
15,190
+50
52
$862K 0.5%
8,027
-2,851
53
$854K 0.49%
3,375
-100
54
$852K 0.49%
4,722
+243
55
$840K 0.48%
40,343
-394
56
$791K 0.46%
3,950
-7
57
$773K 0.45%
12,643
+468
58
$771K 0.45%
4,274
+13
59
$736K 0.42%
3,718
+12
60
$731K 0.42%
14,574
+1,499
61
$728K 0.42%
4,511
-31
62
$691K 0.4%
3,057
63
$687K 0.4%
15,563
+171
64
$676K 0.39%
2,245
-47
65
$642K 0.37%
3,245
+1
66
$599K 0.35%
16,700
+2,113
67
$596K 0.34%
981
-14
68
$592K 0.34%
1,132
+40
69
$569K 0.33%
9,824
+2,405
70
$567K 0.33%
8,900
-56
71
$566K 0.33%
1,345
-1
72
$565K 0.33%
12,219
-689
73
$560K 0.32%
1,933
+134
74
$560K 0.32%
10,849
-2,320
75
$554K 0.32%
4,210
-175
1 2
3
4 5