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
326
$6K ﹤0.01%
75
327
$6K ﹤0.01%
16
328
$6K ﹤0.01%
140
329
$6K ﹤0.01%
54
330
$6K ﹤0.01%
400
331
$5K ﹤0.01%
24
332
$5K ﹤0.01%
30
333
$5K ﹤0.01%
28
334
$5K ﹤0.01%
92
335
$5K ﹤0.01%
85
336
$5K ﹤0.01%
112
337
$5K ﹤0.01%
+68
338
$5K ﹤0.01%
138
339
$5K ﹤0.01%
181
340
$4K ﹤0.01%
90
341
$4K ﹤0.01%
108
342
$4K ﹤0.01%
73
343
$3K ﹤0.01%
26
344
$3K ﹤0.01%
20
345
$3K ﹤0.01%
39
346
$3K ﹤0.01%
26
347
$3K ﹤0.01%
173
-166
348
$3K ﹤0.01%
75
349
$2K ﹤0.01%
60
350
$2K ﹤0.01%
104
-100
12 13
14
15 16