IWA
Intercontinental Wealth Advisors Portfolio holdings
AUM
$419M
1-Year Est. Return
22.15%
1 Year Est. Return
+22.15%
AUM
$391M
AUM Growth
+$55.1M
(+16%)
Holding
314
Top Buys
| 1 | +$6.21M | |
| 2 | +$5.44M | |
| 3 | +$3.6M | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$2.71M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$1.96M |
Top Sells
| 1 | +$4.36M | |
| 2 | +$3.99M | |
| 3 | +$2.01M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.8M |
| 5 |
FibroGen
FGEN
|
+$1.78M |
Sector Composition
| 1 | Financials | 10% |
| 2 | Technology | 9.75% |
| 3 | Communication Services | 6.49% |
| 4 | Industrials | 6.41% |
| 5 | Consumer Discretionary | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Latham Group
SWIM
$864M
| $148K | 0.04% |
51,749
|
|
||
302
Ford
F
$47.4B
| $141K | 0.04% |
11,159
-38
|
|
||
303
Bitwise Crypto Industry Innovators ETF
BITQ
$513M
| $70.4K | 0.02% |
12,000
|
|
||
|
CANO
304
DELISTED
Cano Health, Inc.
CANO
| $52.8K | 0.01% |
580
|
|
||
305
Copart
CPRT
$42.9B
| – | – |
-16,658
|
|
||
306
iShares MSCI Mexico ETF
EWW
$1.99B
| – | – |
-8,233
|
|
||
307
iShares MSCI Brazil ETF
EWZ
$5.49B
| – | – |
-13,527
|
|
||
308
Globus Medical
GMED
$8.05B
| – | – |
-6,932
|
|
||
309
Goldman Sachs
GS
$232B
| – | – |
-724
|
|
||
310
Loews
L
$20.5B
| – | – |
-3,431
|
|
||
311
Moderna
MRNA
$10.2B
| – | – |
-1,436
|
|
||
312
Invesco NASDAQ 100 ETF
QQQM
$63.4B
| – | – |
-2,812
|
|
||
313
Toyota
TM
$258B
| – | – |
-3,763
|
|
||
314
Travelers Companies
TRV
$58.4B
| – | – |
-1,153
|
|