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
76
$552K 0.32%
1,440
-21
77
$546K 0.32%
6,270
+592
78
$521K 0.3%
993
-100
79
$509K 0.29%
10,343
+3,326
80
$503K 0.29%
2,495
-16
81
$502K 0.29%
11,972
-5,121
82
$499K 0.29%
13,935
-401
83
$489K 0.28%
6,069
+211
84
$474K 0.27%
6,601
+258
85
$468K 0.27%
6,145
-54
86
$464K 0.27%
2,642
+1,810
87
$452K 0.26%
3,437
-184
88
$449K 0.26%
19,376
-656
89
$449K 0.26%
1,660
-97
90
$447K 0.26%
2,735
-12
91
$444K 0.26%
2,987
-943
92
$437K 0.25%
3,570
-355
93
$432K 0.25%
+4,081
94
$424K 0.24%
7,366
-49
95
$420K 0.24%
2,591
-531
96
$419K 0.24%
1,473
-17
97
$417K 0.24%
4,271
-227
98
$411K 0.24%
2,687
-150
99
$409K 0.24%
1,179
+49
100
$391K 0.23%
4,828
-62
2 3
4
5 6