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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.43M
3
+$1.38M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$777K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$624K

Top Sells

1
+$18.2M
2
+$6.35M
3
+$5.32M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.63M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.62M

Sector Composition

1 Energy 5.35%
2 Technology 3.87%
3 Communication Services 3.65%
4 Financials 3.49%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.02%
504
+2
227
$25K 0.02%
309
228
$25K 0.02%
1,000
229
$24K 0.01%
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230
$24K 0.01%
801
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$23K 0.01%
4,510
232
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825
233
$23K 0.01%
739
234
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259
235
$23K 0.01%
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236
$22K 0.01%
+111
237
$22K 0.01%
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238
$22K 0.01%
76
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239
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240
$21K 0.01%
375
241
$21K 0.01%
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-1,000
242
$21K 0.01%
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243
$21K 0.01%
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244
$20K 0.01%
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245
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989
247
$20K 0.01%
450
248
$19K 0.01%
1,232
249
$19K 0.01%
5,000
-5,000
250
$19K 0.01%
2,045
8 9
10
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