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
$179M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$1.44M
3
+$1.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M
5
UWTI
VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9,
UWTI
+$1.09M

Top Sells

1
+$6.08M
2
+$2.35M
3
+$1.75M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.59M
5
TQQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
+304
277
$19K 0.01%
+287
278
$19K 0.01%
+2,290
279
$19K 0.01%
+750
280
$19K 0.01%
+1,018
281
$19K 0.01%
+309
282
$19K 0.01%
+239
283
$19K 0.01%
+355
284
$18K 0.01%
+114
285
$18K 0.01%
+283
286
$18K 0.01%
+288
287
$17K 0.01%
+450
288
$17K 0.01%
+2,438
289
$16K 0.01%
+500
290
$16K 0.01%
+2,045
291
$16K 0.01%
+1,232
292
$16K 0.01%
+290
293
$16K 0.01%
+600
294
$15K 0.01%
+226
295
$14K 0.01%
+500
296
$14K 0.01%
+350
297
$14K 0.01%
+228
298
$14K 0.01%
+101
299
$14K 0.01%
+865
300
$14K 0.01%
+135
10 11
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