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
276
$17K 0.01%
1,232
277
$17K 0.01%
865
278
$16K 0.01%
398
279
$16K 0.01%
600
280
$16K 0.01%
500
281
$16K 0.01%
1,027
282
$16K 0.01%
+6,975
283
$16K 0.01%
+113
284
$15K 0.01%
4,100
285
$15K 0.01%
228
286
$14K 0.01%
500
287
$14K 0.01%
300
288
$14K 0.01%
160
289
$14K 0.01%
394
290
$14K 0.01%
150
291
$13K 0.01%
314
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292
$13K 0.01%
150
293
$13K 0.01%
583
294
$13K 0.01%
180
295
$13K 0.01%
270
-80
296
$12K 0.01%
354
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297
$12K 0.01%
75
298
$12K 0.01%
359
+5
299
$12K 0.01%
100
300
$11K 0.01%
414
10 11
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