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
126
$295K 0.17%
2,860
+5
127
$282K 0.16%
2,130
+30
128
$282K 0.16%
5,254
+1,080
129
$282K 0.16%
4,315
+676
130
$279K 0.16%
7,519
131
$277K 0.16%
7,736
+544
132
$274K 0.16%
1,190
133
$273K 0.16%
1,710
+10
134
$271K 0.16%
13,373
135
$270K 0.16%
1,082
136
$267K 0.15%
1,350
+250
137
$255K 0.15%
2,025
-25
138
$255K 0.15%
81
139
$252K 0.15%
1,000
140
$248K 0.14%
2,862
-29
141
$247K 0.14%
+2,921
142
$246K 0.14%
588
+2
143
$244K 0.14%
4,833
-273
144
$243K 0.14%
4,290
145
$241K 0.14%
567
146
$237K 0.14%
600
-150
147
$233K 0.13%
11,000
148
$227K 0.13%
2,932
+20
149
$225K 0.13%
2,386
+14
150
$220K 0.13%
903
-125
3 4 5
6
7