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
$167M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$884K
3
+$763K
4
ARGT icon
Global X MSCI Argentina ETF
ARGT
+$692K
5
RSX
VanEck Russia ETF
RSX
+$689K

Top Sells

1
+$3.37M
2
+$418K
3
+$393K
4
POT
Potash Corp Of Saskatchewan
POT
+$352K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$295K

Sector Composition

1 Energy 6.71%
2 Technology 4.91%
3 Healthcare 4.51%
4 Communication Services 4.38%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.26%
+3,725
52
$438K 0.26%
6,721
-128
53
$427K 0.26%
3,976
-59
54
$421K 0.25%
7,991
-5,050
55
$420K 0.25%
8,734
-127
56
$416K 0.25%
8,125
-200
57
$410K 0.25%
2,318
-47
58
$398K 0.24%
6,000
59
$384K 0.23%
4,228
-492
60
$382K 0.23%
7,450
61
$363K 0.22%
6,650
62
$358K 0.21%
6,236
+1,791
63
$357K 0.21%
4,800
-204
64
$355K 0.21%
+61,613
65
$350K 0.21%
3,980
-15
66
$345K 0.21%
5,077
+1,734
67
$338K 0.2%
4,245
-351
68
$329K 0.2%
2,500
69
$327K 0.2%
5,397
-165
70
$320K 0.19%
8,670
-168
71
$310K 0.19%
+2,584
72
$309K 0.19%
7,280
-60
73
$306K 0.18%
3,360
74
$299K 0.18%
7,948
75
$299K 0.18%
7,942
1 2
3
4 5