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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.43M
3
+$1.38M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$777K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$624K

Top Sells

1
+$18.2M
2
+$6.35M
3
+$5.32M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.63M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.62M

Sector Composition

1 Energy 5.35%
2 Technology 3.87%
3 Communication Services 3.65%
4 Financials 3.49%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.81%
15,030
+6,040
27
$1.3M 0.8%
31,907
+2,419
28
$1.29M 0.79%
9,251
-79
29
$1.26M 0.77%
22,444
-7,288
30
$1.24M 0.76%
35,467
-641
31
$1.22M 0.75%
9,494
32
$1.18M 0.72%
40,685
33
$1.14M 0.7%
8,331
+3
34
$984K 0.61%
18,364
+2,452
35
$923K 0.57%
3,091
-100
36
$900K 0.55%
26,820
37
$884K 0.54%
5,090
+4,475
38
$838K 0.52%
70,000
39
$785K 0.48%
7,654
-7,919
40
$769K 0.47%
15,156
-170
41
$754K 0.46%
6,403
+656
42
$715K 0.44%
9,550
43
$703K 0.43%
30,810
44
$683K 0.42%
3,285
-1,430
45
$637K 0.39%
13,700
-294
46
$633K 0.39%
15,016
+14,791
47
$581K 0.36%
9,210
-1,209
48
$578K 0.36%
3,458
+156
49
$571K 0.35%
8,908
50
$559K 0.34%
6,440
+200
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