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
$179M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Sells

1 +$6.08M
2 +$2.35M
3 +$1.75M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$1.59M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.47M

Sector Composition

1 Technology 3.68%
2 Energy 3.66%
3 Healthcare 3.46%
4 Financials 3.22%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K 0.01%
+414
327
$9K 0.01%
+100
328
$9K 0.01%
+760
329
$9K 0.01%
+346
330
$8K ﹤0.01%
+205
331
$8K ﹤0.01%
+21
332
$8K ﹤0.01%
+850
333
$8K ﹤0.01%
+50
334
$7K ﹤0.01%
+43
335
$7K ﹤0.01%
+145
336
$7K ﹤0.01%
+305
337
$7K ﹤0.01%
+172
338
$7K ﹤0.01%
+350
339
$7K ﹤0.01%
+400
340
$7K ﹤0.01%
+339
341
$7K ﹤0.01%
+217
342
$6K ﹤0.01%
+135
343
$6K ﹤0.01%
+250
344
$6K ﹤0.01%
+250
345
$5K ﹤0.01%
+75
346
$5K ﹤0.01%
+16
347
$5K ﹤0.01%
+140
348
$5K ﹤0.01%
+28
349
$5K ﹤0.01%
+92
350
$5K ﹤0.01%
+85