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
$133M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.22M
3
+$1.39M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$745K
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$417K

Top Sells

1
+$3.17M
2
+$2.98M
3
+$2.51M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.47M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.56M

Sector Composition

1 Energy 6.22%
2 Communication Services 5.48%
3 Consumer Staples 5.17%
4 Healthcare 5.13%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.31%
7,104
-241
52
$400K 0.3%
5,332
-4,660
53
$375K 0.28%
13,190
54
$368K 0.28%
21,483
-2,611
55
$365K 0.27%
3,821
+1,593
56
$362K 0.27%
5,031
-83
57
$357K 0.27%
9,190
+145
58
$353K 0.27%
+6,650
59
$349K 0.26%
2,033
-179
60
$338K 0.25%
4,110
-133
61
$333K 0.25%
4,521
-83
62
$332K 0.25%
5,114
-576
63
$325K 0.24%
3,316
-67
64
$322K 0.24%
53,587
-5,383
65
$293K 0.22%
2,307
+52
66
$289K 0.22%
2,478
-48
67
$287K 0.22%
16,275
-8,700
68
$279K 0.21%
2,641
-89
69
$274K 0.21%
5,300
-28
70
$273K 0.21%
3,153
-108
71
$270K 0.2%
9,479
-233
72
$255K 0.19%
3,125
73
$253K 0.19%
31,288
-1,634
74
$249K 0.19%
5,500
-10,860
75
$247K 0.19%
4,893
+60
1 2
3
4