IWA
Intercontinental Wealth Advisors Portfolio holdings
AUM
$419M
This Quarter Return
+12.11%
1 Year Return
+22.15%
3 Year Return
+46.78%
5 Year Return
+65.86%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+13%)
Cap. Flow
+$441K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
51.76%
Holding
483
New
18
Increased
93
Reduced
81
Closed
36
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$2.09M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$1.35M |
| 3 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$1.2M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$928K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$690K |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.21M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.11M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$1.05M |
| 4 |
iShares China Large-Cap ETF
FXI
|
$560K |
| 5 |
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% |
