IWA

Intercontinental Wealth Advisors Portfolio holdings

AUM $419M
1-Year Est. Return 22.15%
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.02%
1,121
227
$31K 0.02%
1,100
228
$31K 0.02%
860
-750
229
$31K 0.02%
75
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230
$31K 0.02%
670
231
$30K 0.01%
3,625
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232
$30K 0.01%
745
233
$28K 0.01%
597
234
$28K 0.01%
525
235
$28K 0.01%
103
236
$28K 0.01%
701
237
$27K 0.01%
212
238
$26K 0.01%
2,400
+400
239
$26K 0.01%
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240
$26K 0.01%
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241
$26K 0.01%
259
242
$25K 0.01%
297
243
$25K 0.01%
615
244
$25K 0.01%
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245
$25K 0.01%
10,000
246
$25K 0.01%
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247
$25K 0.01%
717
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248
$24K 0.01%
825
249
$24K 0.01%
801
250
$24K 0.01%
739
8 9
10
11 12