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
$439M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.88M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.14M
5
ADBE icon
Adobe
ADBE
+$712K

Top Sells

1
+$17.3M
2
+$1.94M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$965K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$668K

Sector Composition

1 Technology 9.39%
2 Financials 7.82%
3 Communication Services 6.72%
4 Consumer Discretionary 6.57%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.51%
20,564
+10,502
27
$2.19M 0.5%
66,822
-2,241
28
$2.19M 0.5%
29,681
+8,108
29
$2.08M 0.47%
12,888
+80
30
$2.08M 0.47%
25,108
-44
31
$2.02M 0.46%
6,644
-25
32
$1.97M 0.45%
15,010
-50
33
$1.97M 0.45%
35,484
-1,242
34
$1.93M 0.44%
11,533
-384
35
$1.9M 0.43%
9,240
+1,208
36
$1.89M 0.43%
64,864
+12,348
37
$1.89M 0.43%
30,277
+10
38
$1.88M 0.43%
+10,900
39
$1.85M 0.42%
58,039
-315
40
$1.83M 0.42%
18,029
41
$1.81M 0.41%
11,505
+228
42
$1.75M 0.4%
33,443
-400
43
$1.71M 0.39%
21,714
-78
44
$1.71M 0.39%
32,114
+12,625
45
$1.64M 0.37%
11,932
-1,369
46
$1.6M 0.36%
8,730
+71
47
$1.6M 0.36%
35,340
-2,241
48
$1.59M 0.36%
32,164
+682
49
$1.59M 0.36%
38,922
+10,027
50
$1.58M 0.36%
8,156
+37
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