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
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.74%
51,584
-1,663
27
$1.47M 0.73%
22,112
+3,178
28
$1.46M 0.72%
40,154
-1,163
29
$1.31M 0.65%
15,925
+14,535
30
$1.28M 0.63%
9,467
-30
31
$1.27M 0.63%
29,307
-1,030
32
$1.26M 0.62%
70,000
33
$1.13M 0.56%
41,044
-1,239
34
$1.09M 0.54%
8,494
-128
35
$1.02M 0.51%
8,325
+292
36
$955K 0.47%
27,086
-4,528
37
$936K 0.46%
3,291
-100
38
$925K 0.46%
17,247
-620
39
$820K 0.41%
13,129
40
$777K 0.39%
10,620
-14,285
41
$776K 0.38%
16,263
-348
42
$640K 0.32%
31,075
-865
43
$598K 0.3%
11,096
+8,068
44
$587K 0.29%
14,323
+563
45
$581K 0.29%
5,737
46
$581K 0.29%
12,018
47
$580K 0.29%
7,174
-295
48
$562K 0.28%
24,570
-1,732
49
$550K 0.27%
8,838
+8
50
$525K 0.26%
5,025
-950
1
2
3 4 5