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
101
$320K 0.24%
581
-22
102
$317K 0.23%
1,653
103
$317K 0.23%
1,828
+17
104
$315K 0.23%
4,860
+44
105
$313K 0.23%
1,173
-34
106
$313K 0.23%
1,845
107
$308K 0.23%
5,270
-739
108
$293K 0.22%
2,815
+68
109
$292K 0.22%
5,288
+100
110
$292K 0.22%
1,100
-19
111
$292K 0.21%
1,956
-3
112
$290K 0.21%
1,234
-36
113
$289K 0.21%
4,760
114
$285K 0.21%
7,308
-2,070
115
$283K 0.21%
20,396
116
$266K 0.2%
1,644
-2
117
$265K 0.2%
773
+44
118
$265K 0.2%
4,308
+41
119
$261K 0.19%
+4,081
120
$260K 0.19%
3,696
-29
121
$259K 0.19%
2,765
122
$257K 0.19%
3,928
123
$255K 0.19%
5,608
-200
124
$246K 0.18%
+3,086
125
$242K 0.18%
+12,527
3 4
5
6 7