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
$342M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.73M
3
+$1.07M
4
DAX icon
Global X DAX Germany ETF
DAX
+$1.04M
5
JBTM
JBT Marel
JBTM
+$713K

Top Sells

1
+$5.88M
2
+$981K
3
+$849K
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$742K
5
LECO icon
Lincoln Electric
LECO
+$552K

Sector Composition

1 Communication Services 18.19%
2 Technology 6.55%
3 Financials 6.02%
4 Industrials 4.89%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.54%
78,110
+25,750
27
$1.66M 0.49%
8,825
+1,605
28
$1.65M 0.48%
24,421
+904
29
$1.64M 0.48%
7,060
+56
30
$1.64M 0.48%
35,343
+642
31
$1.63M 0.48%
30,665
+2,879
32
$1.5M 0.44%
7,144
-1,711
33
$1.5M 0.44%
30,654
-128
34
$1.48M 0.43%
43,480
+812
35
$1.44M 0.42%
10,105
+1,108
36
$1.43M 0.42%
24,184
+477
37
$1.42M 0.42%
50,744
+976
38
$1.42M 0.41%
14,872
+1,101
39
$1.41M 0.41%
12,713
+3,200
40
$1.38M 0.4%
45,007
-12,089
41
$1.37M 0.4%
22,383
+566
42
$1.35M 0.39%
43,706
-2,814
43
$1.35M 0.39%
26,017
+7,690
44
$1.32M 0.39%
61,510
+4,055
45
$1.32M 0.39%
33,039
+8,505
46
$1.31M 0.38%
62,173
-929
47
$1.31M 0.38%
22,744
+512
48
$1.3M 0.38%
21,836
-730
49
$1.29M 0.38%
20,330
+600
50
$1.29M 0.38%
29,837
+8,700
1
2
3 4 5