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
$167M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$884K
3
+$763K
4
ARGT icon
Global X MSCI Argentina ETF
ARGT
+$692K
5
RSX
VanEck Russia ETF
RSX
+$689K

Top Sells

1
+$3.37M
2
+$418K
3
+$393K
4
POT
Potash Corp Of Saskatchewan
POT
+$352K
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$295K

Sector Composition

1 Energy 6.71%
2 Technology 4.91%
3 Healthcare 4.51%
4 Communication Services 4.38%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.18%
6,688
77
$295K 0.18%
8,742
-163
78
$291K 0.17%
6,184
-53
79
$288K 0.17%
8,400
80
$288K 0.17%
2,550
-83
81
$282K 0.17%
2,337
-51
82
$275K 0.16%
2,548
+210
83
$270K 0.16%
4,133
-55
84
$269K 0.16%
2,507
-45
85
$267K 0.16%
150
-2
86
$263K 0.16%
2,184
-46
87
$259K 0.16%
3,320
-90
88
$252K 0.15%
657
-13
89
$252K 0.15%
2,026
-39
90
$250K 0.15%
2,087
91
$238K 0.14%
3,004
-848
92
$237K 0.14%
8,830
93
$230K 0.14%
4,665
-5,823
94
$226K 0.14%
2,878
95
$219K 0.13%
+9,230
96
$215K 0.13%
3,891
-79
97
$214K 0.13%
+5,035
98
$214K 0.13%
+5,523
99
$212K 0.13%
1,595
-2,050
100
$207K 0.12%
3,000
-682
1 2 3
4
5