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
$155M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.25M
3
+$1.14M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$550K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$903K
2
+$292K
3
+$245K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$240K
5
AMGN icon
Amgen
AMGN
+$216K

Sector Composition

1 Energy 5.22%
2 Healthcare 4.84%
3 Communication Services 4.82%
4 Financials 4.8%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.28%
10,488
-102
52
$418K 0.27%
7,511
-67
53
$410K 0.26%
6,000
-1,500
54
$409K 0.26%
3,645
-35
55
$409K 0.26%
4,720
-375
56
$393K 0.25%
18,333
-181
57
$392K 0.25%
14,623
-166
58
$380K 0.25%
+10,487
59
$368K 0.24%
2,365
+82
60
$366K 0.24%
8,325
-94
61
$362K 0.23%
+7,450
62
$356K 0.23%
46,589
-498
63
$352K 0.23%
19,468
-189
64
$346K 0.22%
4,596
-45
65
$345K 0.22%
3,995
+165
66
$345K 0.22%
+5,004
67
$344K 0.22%
6,650
68
$333K 0.21%
3,852
+733
69
$312K 0.2%
5,562
+1,889
70
$305K 0.2%
+7,335
71
$300K 0.19%
+6,237
72
$300K 0.19%
+2,500
73
$298K 0.19%
3,360
+170
74
$293K 0.19%
2,552
-61
75
$292K 0.19%
2,388
-62
1 2
3
4 5