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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.43M
3
+$1.38M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$777K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$624K

Top Sells

1
+$18.2M
2
+$6.35M
3
+$5.32M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.63M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.62M

Sector Composition

1 Energy 5.35%
2 Technology 3.87%
3 Communication Services 3.65%
4 Financials 3.49%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
+297
277
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75
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$12K 0.01%
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283
$12K 0.01%
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284
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285
$12K 0.01%
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286
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287
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288
$12K 0.01%
120
289
$11K 0.01%
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290
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+592
291
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150
292
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386
293
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400
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$11K 0.01%
1,666
295
$11K 0.01%
500
296
$11K 0.01%
+421
297
$11K 0.01%
+113
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$10K 0.01%
120
299
$10K 0.01%
+267
300
$10K 0.01%
+106
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