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
76
$371K 0.35%
+6,042
77
$361K 0.34%
+775
78
$356K 0.34%
+2,804
79
$348K 0.33%
+20,500
80
$344K 0.33%
+1,485
81
$337K 0.32%
+2,917
82
$335K 0.32%
+1,230
83
$330K 0.31%
+8,253
84
$328K 0.31%
+1,236
85
$326K 0.31%
+4,565
86
$321K 0.31%
+9,998
87
$315K 0.3%
+7,415
88
$306K 0.29%
+4,050
89
$306K 0.29%
+1,138
90
$295K 0.28%
+1,499
91
$288K 0.27%
+2,405
92
$286K 0.27%
+4,825
93
$284K 0.27%
+802
94
$280K 0.27%
+9,934
95
$275K 0.26%
+800
96
$274K 0.26%
+6,657
97
$254K 0.24%
+2,171
98
$253K 0.24%
+1,170
99
$250K 0.24%
+669
100
$250K 0.24%
+3,864
1 2 3
4
5