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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.82M
3
+$6.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.53M
5
MO icon
Altria Group
MO
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.18%
2 Healthcare 5.79%
3 Communication Services 5.4%
4 Consumer Staples 5.02%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.17%
+4,833
77
$235K 0.16%
+3,125
78
$231K 0.16%
+1,756
79
$229K 0.16%
+2,404
80
$227K 0.16%
+4,535
81
$225K 0.15%
+4,499
82
$224K 0.15%
+10,593
83
$221K 0.15%
+9,498
84
$216K 0.15%
+1,695
85
$210K 0.14%
+11,263
86
$209K 0.14%
+5,520
87
$209K 0.14%
+4,457
88
$205K 0.14%
+5,335
89
$203K 0.14%
+3,682
90
$201K 0.14%
+7,205
91
$200K 0.14%
+2,228
92
$66K 0.05%
+4,967
1 2 3
4