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
$178M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$931K
3
+$625K
4
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$594K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$1.54M
2
+$611K
3
+$579K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$495K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$492K

Sector Composition

1 Energy 5.05%
2 Financials 4.71%
3 Technology 4.63%
4 Communication Services 3.72%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.04%
12,118
+1,384
27
$1.74M 0.97%
36,709
+744
28
$1.65M 0.92%
27,492
+251
29
$1.64M 0.92%
12,151
+729
30
$1.58M 0.89%
37,448
+4,140
31
$1.55M 0.87%
26,130
-750
32
$1.54M 0.86%
97,819
+39,780
33
$1.15M 0.65%
18,793
+104
34
$1.15M 0.64%
8,654
-622
35
$1.13M 0.64%
31,426
36
$1.04M 0.58%
14,695
+8,391
37
$1.02M 0.57%
28,870
38
$978K 0.55%
8,156
-99
39
$931K 0.52%
+30,182
40
$881K 0.49%
29,735
41
$848K 0.48%
39,977
42
$805K 0.45%
13,270
+86
43
$746K 0.42%
2,775
44
$709K 0.4%
15,363
+78
45
$699K 0.39%
17,640
-833
46
$655K 0.37%
12,552
+773
47
$655K 0.37%
7,702
+50
48
$651K 0.36%
3,284
-74
49
$629K 0.35%
7,516
+5
50
$558K 0.31%
5,650
1
2
3 4 5