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
351
$2K ﹤0.01%
33
352
$2K ﹤0.01%
100
-3,430
353
$1K ﹤0.01%
65
354
$1K ﹤0.01%
30
-1,870
355
$1K ﹤0.01%
218
356
$1K ﹤0.01%
1,000
357
$1K ﹤0.01%
4,321
358
– –
-28,663
359
– –
-12
360
– –
-400
361
$0 ﹤0.01%
11
362
– –
-265
363
– –
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364
– –
-135
365
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-206
366
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-346
367
– –
-385
368
$0 ﹤0.01%
8
369
– –
-155
370
– –
-14,326
371
– –
-330
372
– –
-5,290
373
– –
-67
374
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-350
375
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-190
12 13 14
15
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