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
$369M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.33M
3
+$5.71M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.52M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$998K
4
BABA icon
Alibaba
BABA
+$861K
5
TSLA icon
Tesla
TSLA
+$780K

Sector Composition

1 Financials 11.95%
2 Technology 9.44%
3 Industrials 6.42%
4 Healthcare 6.02%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$303K 0.08%
9,635
227
$302K 0.08%
4,024
228
$297K 0.08%
8,493
-105
229
$296K 0.08%
11,650
-3,500
230
$294K 0.08%
2,149
+60
231
$292K 0.08%
14,040
232
$291K 0.08%
18,959
233
$290K 0.08%
+4,053
234
$290K 0.08%
5,610
+10
235
$288K 0.08%
4,860
236
$288K 0.08%
+5,159
237
$281K 0.08%
4,411
238
$280K 0.08%
21,928
+71
239
$270K 0.07%
444
+4
240
$265K 0.07%
1,371
+119
241
$262K 0.07%
546
+26
242
$262K 0.07%
3,740
243
$259K 0.07%
4,148
+68
244
$257K 0.07%
3,040
-47
245
$255K 0.07%
5,422
-65
246
$253K 0.07%
12,089
+30
247
$252K 0.07%
+4,496
248
$252K 0.07%
5,732
-1,205
249
$249K 0.07%
2,196
+185
250
$248K 0.07%
5,312
8 9
10
11 12