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
$319M
AUM Growth
-$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.15M
3
+$1.67M
4
ARKK icon
ARK Innovation ETF
ARKK
+$965K
5
AMZN icon
Amazon
AMZN
+$954K

Top Sells

1
+$15.2M
2
+$8.1M
3
+$5.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.9M

Sector Composition

1 Financials 11.21%
2 Technology 9.77%
3 Healthcare 6.93%
4 Industrials 6.92%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.4%
18,517
+327
52
$1.26M 0.39%
8,708
-13
53
$1.25M 0.39%
15,860
-6
54
$1.25M 0.39%
39,725
+715
55
$1.24M 0.39%
45,360
56
$1.23M 0.39%
20,590
-105
57
$1.21M 0.38%
27,575
-814
58
$1.2M 0.38%
4,350
+557
59
$1.17M 0.37%
6,429
+8
60
$1.16M 0.36%
6,895
+56
61
$1.16M 0.36%
70,322
-2,153
62
$1.13M 0.35%
22,056
-52
63
$1.11M 0.35%
29,580
64
$1.11M 0.35%
18,067
65
$1.1M 0.35%
13,911
+79
66
$1.1M 0.35%
74,923
+1,338
67
$1.06M 0.33%
24,837
-147
68
$1.04M 0.33%
25,841
+614
69
$1.04M 0.33%
39,594
+287
70
$1.03M 0.32%
35,292
+90
71
$1.03M 0.32%
43,553
-1,350
72
$1.01M 0.32%
26,335
+126
73
$1.01M 0.32%
5,127
+47
74
$1.01M 0.32%
7,946
75
$1.01M 0.32%
3,071
1 2
3
4 5