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
$474M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.3M
3
+$929K
4
AMX icon
America Movil
AMX
+$809K
5
PBR icon
Petrobras
PBR
+$694K

Top Sells

1
+$13.2M
2
+$2.45M
3
+$2.3M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.27M
5
MFA
MFA Financial
MFA
+$794K

Sector Composition

1 Technology 9.42%
2 Communication Services 7.47%
3 Financials 7.46%
4 Consumer Discretionary 6.39%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$282K 0.06%
1,940
252
$282K 0.06%
11,535
+435
253
$281K 0.06%
4,860
+68
254
$272K 0.06%
1,013
-10
255
$272K 0.06%
8,846
256
$270K 0.06%
7,258
-98
257
$268K 0.06%
8,458
-365
258
$268K 0.06%
4,580
-62
259
$267K 0.06%
9,900
260
$266K 0.06%
4,024
-54
261
$266K 0.06%
5,206
262
$263K 0.06%
2,115
263
$260K 0.05%
1,193
264
$253K 0.05%
5,959
265
$253K 0.05%
+4,564
266
$253K 0.05%
6,073
+137
267
$243K 0.05%
1,290
-295
268
$242K 0.05%
+5,440
269
$237K 0.05%
+3,540
270
$237K 0.05%
1,106
-14
271
$232K 0.05%
4,987
272
$232K 0.05%
2,662
-593
273
$231K 0.05%
11,900
274
$228K 0.05%
4,950
275
$224K 0.05%
+1,075
8 9 10
11
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