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
$167M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$884K
3
+$763K
4
ARGT icon
Global X MSCI Argentina ETF
ARGT
+$692K
5
RSX
VanEck Russia ETF
RSX
+$689K

Top Sells

1
+$3.37M
2
+$418K
3
+$393K
4
POT
Potash Corp Of Saskatchewan
POT
+$352K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$295K

Sector Composition

1 Energy 6.71%
2 Technology 4.91%
3 Healthcare 4.51%
4 Communication Services 4.38%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.72%
10,731
-239
27
$1.16M 0.69%
10,157
28
$1.14M 0.69%
8,322
-67
29
$1M 0.6%
8,176
+457
30
$984K 0.59%
23,508
+1,643
31
$928K 0.56%
23,372
-703
32
$862K 0.52%
15,482
-147
33
$699K 0.42%
2,945
34
$692K 0.42%
+24,500
35
$689K 0.41%
+33,342
36
$685K 0.41%
12,596
37
$679K 0.41%
+13,595
38
$671K 0.4%
20,440
-7,657
39
$656K 0.39%
7,801
-268
40
$650K 0.39%
23,381
+1,226
41
$626K 0.38%
17,366
+6,879
42
$617K 0.37%
3,699
-64
43
$601K 0.36%
4,211
-34
44
$588K 0.35%
7,171
+204
45
$536K 0.32%
6,090
46
$522K 0.31%
7,933
+463
47
$495K 0.3%
18,220
-8,280
48
$492K 0.3%
8,219
+3
49
$471K 0.28%
14,974
+351
50
$450K 0.27%
13,190
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2
3 4 5