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
101
$391K 0.23%
2,026
-2,179
102
$381K 0.22%
1,313
+161
103
$380K 0.22%
1,845
104
$376K 0.22%
4,066
-128
105
$375K 0.22%
9,503
+344
106
$369K 0.21%
6,310
+5
107
$352K 0.2%
12,680
-1,100
108
$349K 0.2%
17,193
+3,747
109
$340K 0.2%
829
-18
110
$339K 0.2%
1,915
-8
111
$334K 0.19%
575
112
$333K 0.19%
1,038
+11
113
$328K 0.19%
7,858
+266
114
$323K 0.19%
2,046
+34
115
$322K 0.19%
5,569
+900
116
$319K 0.18%
1,754
+112
117
$318K 0.18%
3,133
+10
118
$315K 0.18%
3,465
+537
119
$314K 0.18%
10,837
-751
120
$311K 0.18%
1,222
+42
121
$307K 0.18%
1,505
-148
122
$302K 0.17%
+6,351
123
$300K 0.17%
2,765
124
$296K 0.17%
3,294
+184
125
$295K 0.17%
3,384
3 4
5
6 7