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
$439M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.88M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.14M
5
ADBE icon
Adobe
ADBE
+$712K

Top Sells

1
+$17.3M
2
+$1.94M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$965K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$668K

Sector Composition

1 Technology 9.39%
2 Financials 7.82%
3 Communication Services 6.72%
4 Consumer Discretionary 6.57%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$336K 0.08%
3,050
+154
227
$336K 0.08%
4,080
+51
228
$334K 0.08%
14,040
+2,505
229
$333K 0.08%
704
+34
230
$330K 0.08%
12,632
+138
231
$328K 0.07%
1,145
232
$323K 0.07%
1,018
+10
233
$316K 0.07%
3,740
234
$315K 0.07%
4,860
235
$313K 0.07%
+7,153
236
$309K 0.07%
10,640
-2,701
237
$308K 0.07%
3,278
238
$305K 0.07%
6,032
-280
239
$304K 0.07%
5,487
-5,707
240
$304K 0.07%
9,048
241
$304K 0.07%
2,011
+94
242
$301K 0.07%
8,598
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243
$300K 0.07%
1,620
-46
244
$299K 0.07%
520
245
$299K 0.07%
2,901
-317
246
$296K 0.07%
3,392
247
$291K 0.07%
+12,059
248
$287K 0.07%
5,376
-188
249
$286K 0.07%
6,249
-2,105
250
$285K 0.06%
567
-757
8 9
10
11 12