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
301
$11K 0.01%
345
302
$11K 0.01%
185
303
$11K 0.01%
120
-168
304
$10K 0.01%
119
305
$10K 0.01%
205
306
$10K 0.01%
+23
307
$10K 0.01%
127
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308
$10K 0.01%
386
-1,443
309
$10K 0.01%
400
310
$10K 0.01%
1,666
+1,000
311
$9K ﹤0.01%
221
-2
312
$9K ﹤0.01%
21
313
$9K ﹤0.01%
+225
314
$9K ﹤0.01%
850
315
$9K ﹤0.01%
400
316
$9K ﹤0.01%
50
317
$9K ﹤0.01%
760
318
$9K ﹤0.01%
+113
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$9K ﹤0.01%
346
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$8K ﹤0.01%
305
321
$7K ﹤0.01%
43
322
$7K ﹤0.01%
145
323
$6K ﹤0.01%
+250
324
$6K ﹤0.01%
250
325
$6K ﹤0.01%
250
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