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
$178M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$931K
3
+$625K
4
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$594K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$1.54M
2
+$611K
3
+$579K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$495K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$492K

Sector Composition

1 Energy 5.05%
2 Financials 4.71%
3 Technology 4.63%
4 Communication Services 3.72%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.31%
6,498
+218
52
$553K 0.31%
17,787
+997
53
$531K 0.3%
5,777
54
$497K 0.28%
4,429
+21
55
$488K 0.27%
7,068
+748
56
$479K 0.27%
2,778
57
$474K 0.27%
12,860
-330
58
$437K 0.24%
5,173
-1,290
59
$434K 0.24%
4,298
60
$418K 0.23%
5,620
+50
61
$417K 0.23%
1,415
+415
62
$405K 0.23%
6,078
+22
63
$394K 0.22%
2,572
-478
64
$378K 0.21%
6,650
65
$378K 0.21%
5,845
+707
66
$366K 0.21%
2,508
+237
67
$360K 0.2%
+7,800
68
$354K 0.2%
6,720
-1,180
69
$352K 0.2%
+4,830
70
$347K 0.19%
6,326
+91
71
$341K 0.19%
14,767
+1,459
72
$336K 0.19%
3,410
73
$325K 0.18%
4,540
-165
74
$323K 0.18%
3,020
+40
75
$323K 0.18%
2,536
+262
1 2
3
4 5