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
$120M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Sells

1 +$6.31M
2 +$2.75M
3 +$2.47M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.41M
5
IEV icon
iShares Europe ETF
IEV
+$1.58M

Sector Composition

1 Energy 4.35%
2 Technology 3.58%
3 Healthcare 3.48%
4 Financials 2.99%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-113
377
-346
378
-500
379
-140
380
$0 ﹤0.01%
2