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
$140M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$730K
3
+$491K
4
AAPL icon
Apple
AAPL
+$485K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$387K

Top Sells

1
+$785K
2
+$515K
3
+$462K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$295K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$263K

Sector Composition

1 Energy 5.83%
2 Healthcare 5.08%
3 Technology 4.91%
4 Communication Services 4.88%
5 Consumer Staples 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.29%
8,419
-5,435
52
$407K 0.29%
13,190
53
$403K 0.29%
3,680
-343
54
$402K 0.29%
7,578
-732
55
$397K 0.28%
7,500
-200
56
$381K 0.27%
2,684
-314
57
$359K 0.26%
4,641
-432
58
$354K 0.25%
6,650
59
$334K 0.24%
1,725
-169
60
$321K 0.23%
19,657
-1,843
61
$318K 0.23%
47,087
-4,471
62
$315K 0.22%
4,453
-433
63
$310K 0.22%
4,526
-37
64
$310K 0.22%
3,937
-559
65
$308K 0.22%
3,168
-13
66
$301K 0.21%
2,283
-18
67
$287K 0.2%
9,039
-64
68
$286K 0.2%
2,613
-20
69
$282K 0.2%
9,068
-84
70
$281K 0.2%
2,450
-21
71
$279K 0.2%
4,062
-37
72
$273K 0.19%
3,190
+190
73
$255K 0.18%
3,830
-23
74
$251K 0.18%
3,119
-18
75
$249K 0.18%
688
-6
1 2
3
4