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
$141M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$688K
3 +$578K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$423K
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$209K

Top Sells

1 +$7.76M
2 +$3.39M
3 +$1.36M
4
V icon
Visa
V
+$1.24M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M

Sector Composition

1 Technology 16.18%
2 Financials 8.71%
3 Healthcare 8.65%
4 Industrials 6.41%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,290
152
-24,240
153
-3,365
154
-3,397
155
-10,698
156
-5,608
157
-1,015
158
-23,715
159
-4,308