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
$127M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$4.15M
2 +$3.75M
3 +$2.24M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.73M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.42M

Top Sells

1 +$648K
2 +$642K
3 +$498K
4
AAPL icon
Apple
AAPL
+$458K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$275K

Sector Composition

1 Technology 16.4%
2 Financials 11.45%
3 Healthcare 8.58%
4 Industrials 8.07%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$73K 0.06%
+513
127
-5,200
128
-800
129
-605
130
-1,170
131
-2,171