IWA
Intercontinental Wealth Advisors Portfolio holdings
AUM
$419M
This Quarter Return
-12.72%
1 Year Return
+22.15%
3 Year Return
+46.78%
5 Year Return
+65.86%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(-10%)
Cap. Flow
+$7.86M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
50.32%
Holding
471
New
329
Increased
22
Reduced
92
Closed
6
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$6.08M |
| 2 |
ProShares UltraPro S&P 500
UPRO
|
$2.35M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.75M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$1.59M |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
$1.47M |
Sector Composition
| 1 | Technology | 3.68% |
| 2 | Energy | 3.66% |
| 3 | Healthcare | 3.46% |
| 4 | Financials | 3.22% |
| 5 | Communication Services | 3.12% |
