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 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
301
$11K 0.01%
345
302
$11K 0.01%
185
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$11K 0.01%
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$10K 0.01%
119
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+23
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$10K 0.01%
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$10K 0.01%
386
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309
$10K 0.01%
400
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$10K 0.01%
1,666
+1,000
311
$9K ﹤0.01%
221
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$9K ﹤0.01%
21
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$9K ﹤0.01%
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850
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$9K ﹤0.01%
400
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$9K ﹤0.01%
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760
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$9K ﹤0.01%
346
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$8K ﹤0.01%
305
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$7K ﹤0.01%
43
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$7K ﹤0.01%
145
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$6K ﹤0.01%
+250
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$6K ﹤0.01%
250
325
$6K ﹤0.01%
250