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
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.01%
810
252
$23K 0.01%
287
253
$23K 0.01%
375
254
$23K 0.01%
1,250
255
$23K 0.01%
309
256
$22K 0.01%
304
257
$22K 0.01%
283
258
$22K 0.01%
460
259
$22K 0.01%
119
-11
260
$22K 0.01%
1,436
+418
261
$22K 0.01%
+2,141
262
$22K 0.01%
239
263
$21K 0.01%
989
264
$21K 0.01%
355
265
$21K 0.01%
2,438
266
$20K 0.01%
500
267
$20K 0.01%
190
268
$20K 0.01%
750
269
$20K 0.01%
1,550
+550
270
$19K 0.01%
114
271
$19K 0.01%
2,290
272
$19K 0.01%
450
273
$19K 0.01%
+778
274
$18K 0.01%
+103
275
$17K 0.01%
2,045
9 10
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