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
$133M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.22M
3
+$1.39M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$745K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$417K

Top Sells

1
+$3.17M
2
+$2.98M
3
+$2.51M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.56M

Sector Composition

1 Energy 6.22%
2 Communication Services 5.48%
3 Consumer Staples 5.17%
4 Healthcare 5.13%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.62%
31,291
-9,385
27
$801K 0.6%
7,244
+900
28
$788K 0.59%
7,738
29
$780K 0.59%
7,323
30
$745K 0.56%
+13,869
31
$715K 0.54%
20,871
-29,842
32
$684K 0.52%
25,088
+156
33
$609K 0.46%
2,945
-405
34
$609K 0.46%
29,698
+8,167
35
$582K 0.44%
6,967
36
$557K 0.42%
7,095
-7,870
37
$554K 0.42%
12,255
+666
38
$544K 0.41%
5,447
39
$524K 0.39%
10,841
-178
40
$507K 0.38%
11,000
41
$494K 0.37%
7,700
42
$489K 0.37%
3,208
-1,117
43
$447K 0.34%
3,154
44
$444K 0.33%
26,560
45
$436K 0.33%
5,113
-626
46
$430K 0.32%
8,989
-1,123
47
$427K 0.32%
4,256
-540
48
$426K 0.32%
10,900
-1,136
49
$417K 0.31%
+18,562
50
$411K 0.31%
+15,154
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