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
$319M
AUM Growth
-$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.15M
3
+$1.67M
4
ARKK icon
ARK Innovation ETF
ARKK
+$965K
5
AMZN icon
Amazon
AMZN
+$954K

Top Sells

1
+$15.2M
2
+$8.1M
3
+$5.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.9M

Sector Composition

1 Financials 11.21%
2 Technology 9.77%
3 Healthcare 6.93%
4 Industrials 6.92%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$290K 0.09%
6,540
+110
227
$288K 0.09%
2,423
228
$284K 0.09%
7,770
229
$282K 0.09%
4,467
+56
230
$281K 0.09%
9,115
+256
231
$280K 0.09%
6,018
232
$280K 0.09%
1,733
+31
233
$278K 0.09%
3,802
-23
234
$276K 0.09%
18,959
235
$274K 0.09%
14,046
+6
236
$273K 0.09%
2,026
+318
237
$273K 0.09%
4,580
+84
238
$269K 0.08%
4,133
+80
239
$256K 0.08%
2,112
-37
240
$253K 0.08%
5,962
+3
241
$253K 0.08%
3,740
242
$248K 0.08%
5,646
+36
243
$248K 0.08%
5,377
-45
244
$246K 0.08%
447
+3
245
$238K 0.07%
8,185
+927
246
$236K 0.07%
5,377
+65
247
$231K 0.07%
2,201
+5
248
$229K 0.07%
1,611
-9
249
$227K 0.07%
1,025
+20
250
$219K 0.07%
9,900
8 9
10
11 12