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
101
$243K 0.23%
+18,600
102
$241K 0.23%
+1,075
103
$236K 0.23%
+3,138
104
$236K 0.23%
+1,468
105
$230K 0.22%
+10,550
106
$217K 0.21%
+1,020
107
$209K 0.2%
+4,064
108
$207K 0.2%
+5,200
109
$205K 0.2%
+5,306
110
$201K 0.19%
+605
111
$143K 0.14%
+12,845
1 2 3 4
5