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
$205M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Sells

1 +$3.18M
2 +$759K
3 +$657K
4
DOW icon
Dow Inc
DOW
+$403K
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$398K

Sector Composition

1 Technology 15.87%
2 Financials 6.95%
3 Industrials 4.85%
4 Healthcare 4.27%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLRT icon
176
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$561M
-13,956
DOW icon
177
Dow Inc
DOW
$15.5B
-11,537
DOCU icon
178
DocuSign
DOCU
$13.7B
-2,497