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
$474M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.3M
3
+$929K
4
AMX icon
America Movil
AMX
+$809K
5
PBR icon
Petrobras
PBR
+$694K

Top Sells

1
+$13.2M
2
+$2.45M
3
+$2.3M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.27M
5
MFA
MFA Financial
MFA
+$794K

Sector Composition

1 Technology 9.42%
2 Communication Services 7.47%
3 Financials 7.46%
4 Consumer Discretionary 6.39%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.55%
25,152
-277
27
$2.26M 0.48%
21,792
+2,077
28
$2.19M 0.46%
15,060
+99
29
$2.18M 0.46%
52,516
-1,640
30
$2.09M 0.44%
6,669
-67
31
$2.07M 0.44%
11,917
+1,042
32
$2.06M 0.44%
30,267
+50
33
$2.06M 0.43%
13,301
+2,101
34
$2.06M 0.43%
36,726
-1,726
35
$1.99M 0.42%
20,213
+9,460
36
$1.94M 0.41%
47,569
-1,244
37
$1.92M 0.4%
58,354
-1,122
38
$1.85M 0.39%
31,319
-853
39
$1.84M 0.39%
17,819
-5,421
40
$1.84M 0.39%
37,581
+2,171
41
$1.83M 0.39%
11,277
+192
42
$1.79M 0.38%
81,564
43
$1.79M 0.38%
8,032
+66
44
$1.73M 0.36%
3,648
+893
45
$1.71M 0.36%
21,188
-227
46
$1.7M 0.36%
21,573
+6,786
47
$1.68M 0.35%
45,360
48
$1.64M 0.35%
8,119
-82
49
$1.63M 0.34%
8,659
+88
50
$1.62M 0.34%
13,959
-152
1
2
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