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
$369M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.33M
3
+$5.71M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.52M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$998K
4
BABA icon
Alibaba
BABA
+$861K
5
TSLA icon
Tesla
TSLA
+$780K

Sector Composition

1 Financials 11.95%
2 Technology 9.44%
3 Industrials 6.42%
4 Healthcare 6.02%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
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