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
$369M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.33M
3
+$5.71M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.52M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$998K
4
BABA icon
Alibaba
BABA
+$861K
5
TSLA icon
Tesla
TSLA
+$780K

Sector Composition

1 Financials 11.95%
2 Technology 9.44%
3 Industrials 6.42%
4 Healthcare 6.02%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.55%
19,026
+997
27
$2.02M 0.55%
7,652
28
$1.91M 0.52%
43,170
+11,056
29
$1.91M 0.52%
8,002
+1,358
30
$1.89M 0.51%
48,323
+963
31
$1.86M 0.5%
33,378
-2,106
32
$1.84M 0.5%
11,052
-481
33
$1.8M 0.49%
24,984
-124
34
$1.74M 0.47%
12,173
+1,273
35
$1.64M 0.44%
58,042
+3
36
$1.61M 0.44%
21,594
-120
37
$1.56M 0.42%
14,957
-53
38
$1.55M 0.42%
17,013
-76
39
$1.53M 0.42%
9,065
-175
40
$1.52M 0.41%
28,820
-1,457
41
$1.52M 0.41%
12,750
-138
42
$1.5M 0.41%
8,123
-33
43
$1.49M 0.4%
28,389
-774
44
$1.48M 0.4%
72,475
-339
45
$1.48M 0.4%
12,988
-7,576
46
$1.45M 0.39%
18,330
-115
47
$1.44M 0.39%
39,010
+88
48
$1.44M 0.39%
34,441
+998
49
$1.42M 0.38%
16,606
+5,306
50
$1.41M 0.38%
17,847
-79
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2
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