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 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
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+1,018
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282
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284
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+114
285
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286
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+288
287
$17K 0.01%
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288
$17K 0.01%
+2,438
289
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$16K 0.01%
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+600
294
$15K 0.01%
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+500
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297
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299
$14K 0.01%
+865
300
$14K 0.01%
+135