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
$369M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.33M
3
+$5.71M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.52M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$998K
4
BABA icon
Alibaba
BABA
+$861K
5
TSLA icon
Tesla
TSLA
+$780K

Sector Composition

1 Financials 11.95%
2 Technology 9.44%
3 Industrials 6.42%
4 Healthcare 6.02%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.38%
45,360
52
$1.37M 0.37%
8,933
+203
53
$1.32M 0.36%
14,031
+2,099
54
$1.32M 0.36%
4,995
+62
55
$1.29M 0.35%
22,108
-68
56
$1.27M 0.34%
8,721
-26
57
$1.27M 0.34%
31,141
+61
58
$1.26M 0.34%
16,987
-31
59
$1.25M 0.34%
15,866
-21
60
$1.24M 0.34%
25,385
-158
61
$1.23M 0.33%
20,695
-61
62
$1.23M 0.33%
32,767
+603
63
$1.18M 0.32%
6,839
+5
64
$1.16M 0.32%
6,551
-75
65
$1.16M 0.31%
25,227
+194
66
$1.16M 0.31%
6,421
-28
67
$1.15M 0.31%
29,580
68
$1.14M 0.31%
11,853
-209
69
$1.13M 0.31%
18,067
70
$1.12M 0.3%
73,585
+165
71
$1.09M 0.3%
26,209
+133
72
$1.09M 0.29%
18,190
+37
73
$1.08M 0.29%
44,856
+12,424
74
$1.07M 0.29%
7,848
+374
75
$1.07M 0.29%
7,946
-3,559
1 2
3
4 5