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
$140M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$730K
3
+$491K
4
AAPL icon
Apple
AAPL
+$485K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$387K

Top Sells

1
+$785K
2
+$515K
3
+$462K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$295K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$263K

Sector Composition

1 Energy 5.83%
2 Healthcare 5.08%
3 Technology 4.91%
4 Communication Services 4.88%
5 Consumer Staples 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.18%
2,104
-20
77
$245K 0.17%
4,780
+28
78
$240K 0.17%
5,050
-450
79
$231K 0.16%
+4,255
80
$229K 0.16%
3,682
81
$219K 0.16%
+3,673
82
$216K 0.15%
+1,293
83
$216K 0.15%
4,694
-41
84
$206K 0.15%
+2,290
85
$49K 0.03%
4,967
86
– –
-5,335
87
– –
-11,000
88
– –
-1,471
89
– –
-16,275
90
– –
-7,323
1 2 3
4