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
$180M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.55M
3
+$1.74M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07M

Top Sells

1
+$2.39M
2
+$1.83M
3
+$1.35M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$774K
5
PFE icon
Pfizer
PFE
+$439K

Sector Composition

1 Energy 4.29%
2 Technology 3.61%
3 Communication Services 3.35%
4 Financials 3.1%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.29%
17,302
-805
52
$513K 0.29%
5,032
-408
53
$495K 0.28%
12,860
54
$473K 0.26%
2,548
-230
55
$467K 0.26%
7,153
+85
56
$449K 0.25%
5,266
-131
57
$431K 0.24%
10,013
+2,833
58
$426K 0.24%
3,213
59
$422K 0.23%
7,480
+1,720
60
$383K 0.21%
6,053
61
$377K 0.21%
2,660
-262
62
$374K 0.21%
2,595
63
$356K 0.2%
2,812
+351
64
$356K 0.2%
+9,268
65
$354K 0.2%
7,126
-8,512
66
$352K 0.2%
1,049
+134
67
$343K 0.19%
6,650
68
$341K 0.19%
2,948
69
$340K 0.19%
4,463
-572
70
$338K 0.19%
2,627
71
$333K 0.19%
+9,792
72
$327K 0.18%
15,330
73
$324K 0.18%
973
+134
74
$323K 0.18%
8,290
75
$321K 0.18%
3,084
+3
1 2
3
4 5