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
$319M
AUM Growth
-$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.15M
3
+$1.67M
4
ARKK icon
ARK Innovation ETF
ARKK
+$965K
5
AMZN icon
Amazon
AMZN
+$954K

Top Sells

1
+$15.2M
2
+$8.1M
3
+$5.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.9M

Sector Composition

1 Financials 11.21%
2 Technology 9.77%
3 Healthcare 6.93%
4 Industrials 6.92%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.65%
19,479
+453
27
$2.07M 0.65%
8,029
+27
28
$2.06M 0.65%
51,203
+2,880
29
$2.05M 0.64%
19,589
+287
30
$1.95M 0.61%
73,169
-35
31
$1.7M 0.53%
48,624
-3,901
32
$1.69M 0.53%
8,111
-12
33
$1.63M 0.51%
32,682
-696
34
$1.62M 0.51%
9,931
-1,121
35
$1.59M 0.5%
19,431
+2,418
36
$1.55M 0.49%
16,860
+1,903
37
$1.53M 0.48%
5,531
+536
38
$1.51M 0.48%
9,180
+115
39
$1.49M 0.47%
58,044
+2
40
$1.48M 0.47%
36,756
+2,315
41
$1.42M 0.44%
20,251
-1,343
42
$1.41M 0.44%
116,160
-32,840
43
$1.4M 0.44%
9,034
+101
44
$1.36M 0.43%
14,386
+355
45
$1.34M 0.42%
17,756
-91
46
$1.33M 0.42%
12,729
-21
47
$1.31M 0.41%
16,606
48
$1.31M 0.41%
28,318
-502
49
$1.3M 0.41%
17,069
+82
50
$1.29M 0.4%
7,879
+1,328
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