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
$155M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.25M
3
+$1.14M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$550K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$903K
2
+$292K
3
+$245K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$240K
5
AMGN icon
Amgen
AMGN
+$216K

Sector Composition

1 Energy 5.22%
2 Healthcare 4.84%
3 Communication Services 4.82%
4 Financials 4.8%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.69%
10,157
27
$1.05M 0.68%
36,256
-10,072
28
$1.03M 0.67%
37,392
+19,707
29
$934K 0.6%
7,719
30
$861K 0.56%
24,075
-900
31
$861K 0.56%
15,629
+4,897
32
$849K 0.55%
21,865
+7,200
33
$808K 0.52%
28,097
-430
34
$736K 0.47%
12,596
-75
35
$709K 0.46%
13,041
-2,326
36
$663K 0.43%
2,945
37
$643K 0.41%
4,245
+1,561
38
$629K 0.41%
26,500
+1,220
39
$629K 0.41%
6,967
-100
40
$613K 0.4%
3,763
41
$593K 0.38%
8,069
+1,249
42
$506K 0.33%
22,155
-215
43
$496K 0.32%
+6,090
44
$488K 0.31%
+8,216
45
$475K 0.31%
4,035
-45
46
$464K 0.3%
7,470
-98
47
$462K 0.3%
25,275
-249
48
$459K 0.3%
13,190
49
$445K 0.29%
8,861
-212
50
$429K 0.28%
6,849
-165
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2
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