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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.43M
3
+$1.38M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$777K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$624K

Top Sells

1
+$18.2M
2
+$6.35M
3
+$5.32M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.63M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.62M

Sector Composition

1 Energy 5.35%
2 Technology 3.87%
3 Communication Services 3.65%
4 Financials 3.49%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$537K 0.33%
10,639
-57
52
$520K 0.32%
8,836
+1,586
53
$507K 0.31%
18,128
54
$504K 0.31%
3,627
+95
55
$488K 0.3%
8,694
56
$484K 0.3%
6,849
+7
57
$439K 0.27%
7,147
58
$423K 0.26%
2,610
59
$413K 0.25%
4,034
+814
60
$410K 0.25%
19,868
61
$408K 0.25%
3,775
62
$401K 0.25%
9,477
-640
63
$400K 0.25%
4,484
-184
64
$397K 0.24%
8,971
-1,124
65
$392K 0.24%
8,747
-547
66
$391K 0.24%
4,938
-203
67
$388K 0.24%
2,631
-271
68
$376K 0.23%
3,190
+180
69
$375K 0.23%
6,140
-500
70
$369K 0.23%
4,715
-31
71
$366K 0.23%
9,629
-309
72
$366K 0.23%
15,447
-359
73
$364K 0.22%
4,807
-53
74
$364K 0.22%
2,930
+2,171
75
$363K 0.22%
930
-10
1 2
3
4 5