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
$342M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.73M
3
+$1.07M
4
DAX icon
Global X DAX Germany ETF
DAX
+$1.04M
5
JBTM
JBT Marel
JBTM
+$713K

Top Sells

1
+$5.88M
2
+$981K
3
+$849K
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$742K
5
LECO icon
Lincoln Electric
LECO
+$552K

Sector Composition

1 Communication Services 18.19%
2 Technology 6.55%
3 Financials 6.02%
4 Industrials 4.89%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.38%
12,805
-551
52
$1.27M 0.37%
10,835
-50,199
53
$1.25M 0.37%
32,358
+1,272
54
$1.25M 0.36%
45,687
+3,022
55
$1.2M 0.35%
34,939
+623
56
$1.17M 0.34%
7,801
+59
57
$1.16M 0.34%
32,434
+12,756
58
$1.13M 0.33%
26,000
59
$1.12M 0.33%
32,286
-4,775
60
$1.12M 0.33%
8,951
+153
61
$1.12M 0.33%
8,054
-167
62
$1.1M 0.32%
15,000
-1,260
63
$1.08M 0.32%
8,922
+523
64
$1.08M 0.32%
3,511
-510
65
$1.08M 0.32%
38,882
+753
66
$1.07M 0.31%
12,112
+1,370
67
$1.04M 0.3%
6,960
-863
68
$1.04M 0.3%
+36,893
69
$1.02M 0.3%
3,046
70
$999K 0.29%
23,860
+560
71
$985K 0.29%
12,220
-650
72
$960K 0.28%
45,572
+21,859
73
$957K 0.28%
10,808
-629
74
$935K 0.27%
16,719
75
$934K 0.27%
8,257
+80
1 2
3
4 5