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
126
$238K 0.18%
1,125
+25
127
$235K 0.17%
1,000
128
$234K 0.17%
+3,087
129
$234K 0.17%
1,173
-48
130
$233K 0.17%
3,785
-5
131
$233K 0.17%
20,184
132
$229K 0.17%
3,090
-49
133
$227K 0.17%
3,397
-33
134
$222K 0.16%
+1,182
135
$219K 0.16%
7,479
-601
136
$218K 0.16%
+1,015
137
$216K 0.16%
+444
138
$216K 0.16%
+6,856
139
$215K 0.16%
11,000
140
$215K 0.16%
+87
141
$213K 0.16%
3,365
142
$213K 0.16%
760
143
$208K 0.15%
3,753
-295
144
$207K 0.15%
+2,436
145
$204K 0.15%
2,712
+9
146
$203K 0.15%
11,044
-1,696
147
$202K 0.15%
+4,290
148
$150K 0.11%
+11,450
149
$23.9K 0.02%
+176,477
150
$8K 0.01%
+24,360
3 4 5
6
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