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
$155M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.25M
3
+$1.14M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$550K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$903K
2
+$292K
3
+$245K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$240K
5
AMGN icon
Amgen
AMGN
+$216K

Sector Composition

1 Energy 5.22%
2 Healthcare 4.84%
3 Communication Services 4.82%
4 Financials 4.8%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.19%
+7,340
77
$290K 0.19%
4,445
-81
78
$287K 0.19%
3,970
-92
79
$286K 0.18%
3,410
-527
80
$283K 0.18%
8,838
-230
81
$278K 0.18%
+8,400
82
$278K 0.18%
1,632
-93
83
$275K 0.18%
+7,948
84
$274K 0.18%
+7,942
85
$274K 0.18%
4,196
-257
86
$269K 0.17%
8,905
-134
87
$261K 0.17%
2,230
-60
88
$257K 0.17%
+6,688
89
$255K 0.16%
670
-18
90
$255K 0.16%
+4,188
91
$253K 0.16%
3,682
92
$252K 0.16%
4,175
-80
93
$241K 0.16%
2,633
-535
94
$239K 0.15%
+3,343
95
$238K 0.15%
2,065
-39
96
$232K 0.15%
+2,087
97
$231K 0.15%
+8,830
98
$227K 0.15%
+2,878
99
$223K 0.14%
+152
100
$205K 0.13%
+2,338
1 2 3
4
5