IWA
IVC Wealth Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+0.83%
1 Year Return
+14.31%
3 Year Return
+58.2%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(-2.2%)
Cap. Flow
+$1.96M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
45.73%
Holding
170
New
7
Increased
54
Reduced
83
Closed
19
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.93M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.49M |
| 3 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$976K |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
$913K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$476K |
Top Sells
| 1 |
Apple
AAPL
|
$454K |
| 2 |
Exxon Mobil
XOM
|
$397K |
| 3 |
NVIDIA
NVDA
|
$396K |
| 4 |
Cassava Sciences
SAVA
|
$373K |
| 5 |
Citizens & Northern Corp
CZNC
|
$333K |
Sector Composition
| 1 | Technology | 17.75% |
| 2 | Financials | 8.01% |
| 3 | Healthcare | 4.89% |
| 4 | Industrials | 4.7% |
| 5 | Consumer Discretionary | 3.78% |
