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
$439M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.88M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.14M
5
ADBE icon
Adobe
ADBE
+$712K

Top Sells

1
+$17.3M
2
+$1.94M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$965K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$668K

Sector Composition

1 Technology 9.39%
2 Financials 7.82%
3 Communication Services 6.72%
4 Consumer Discretionary 6.57%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.06%
3,540
252
$276K 0.06%
1,000
253
$268K 0.06%
7,258
254
$267K 0.06%
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255
$260K 0.06%
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256
$260K 0.06%
4,580
257
$259K 0.06%
14,100
+2,200
258
$257K 0.06%
1,252
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259
$252K 0.06%
5,959
260
$250K 0.06%
1,215
261
$250K 0.06%
1,013
262
$246K 0.06%
6,361
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263
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264
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1,106
265
$237K 0.05%
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266
$236K 0.05%
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267
$236K 0.05%
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268
$232K 0.05%
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269
$226K 0.05%
1,675
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270
$222K 0.05%
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271
$217K 0.05%
1,746
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272
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4,313
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273
$207K 0.05%
5,140
274
$204K 0.05%
4,000
275
$150K 0.03%
+1,624
9 10
11
12 13