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
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.26%
8,908
52
$521K 0.26%
2,858
+297
53
$498K 0.25%
3,043
+125
54
$480K 0.24%
10,195
55
$461K 0.23%
7,364
+382
56
$445K 0.22%
4,986
57
$443K 0.22%
18,361
-5,379
58
$436K 0.22%
2,610
59
$420K 0.21%
4,720
-1,020
60
$416K 0.21%
3,049
-25
61
$403K 0.2%
10,540
+648
62
$403K 0.2%
3,413
-127
63
$401K 0.2%
7,147
64
$392K 0.19%
7,267
65
$388K 0.19%
10,503
+554
66
$380K 0.19%
9,415
+483
67
$379K 0.19%
2,994
+176
68
$363K 0.18%
+19,624
69
$361K 0.18%
5,249
-623
70
$360K 0.18%
3,117
+213
71
$354K 0.18%
10,034
+665
72
$353K 0.18%
6,000
-1,000
73
$346K 0.17%
4,746
+491
74
$346K 0.17%
16,147
+982
75
$342K 0.17%
10,391
+713
1 2
3
4 5