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
$474M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.3M
3
+$929K
4
AMX icon
America Movil
AMX
+$809K
5
PBR icon
Petrobras
PBR
+$694K

Top Sells

1
+$13.2M
2
+$2.45M
3
+$2.3M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.27M
5
MFA
MFA Financial
MFA
+$794K

Sector Composition

1 Technology 9.42%
2 Communication Services 7.47%
3 Financials 7.46%
4 Consumer Discretionary 6.39%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.34%
31,482
+7,038
52
$1.6M 0.34%
33,843
+4,366
53
$1.59M 0.33%
8,872
-96
54
$1.54M 0.32%
72,792
+38,334
55
$1.52M 0.32%
26,113
+375
56
$1.44M 0.3%
28,895
-263
57
$1.44M 0.3%
13,392
-8
58
$1.43M 0.3%
17,104
-184
59
$1.42M 0.3%
3,908
+1,881
60
$1.42M 0.3%
36,153
-645
61
$1.42M 0.3%
31,290
-337
62
$1.41M 0.3%
25,073
+390
63
$1.41M 0.3%
15,910
-168
64
$1.38M 0.29%
4,513
-320
65
$1.36M 0.29%
11,289
+616
66
$1.35M 0.29%
18,029
-60
67
$1.34M 0.28%
9,629
-20
68
$1.33M 0.28%
8,141
+2,348
69
$1.33M 0.28%
53,180
-118
70
$1.31M 0.28%
29,580
71
$1.29M 0.27%
2,959
+42
72
$1.28M 0.27%
7,491
+165
73
$1.26M 0.27%
22,522
-232
74
$1.26M 0.27%
2,639
-157
75
$1.24M 0.26%
8,059
-79
1 2
3
4 5