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
$178M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$931K
3
+$625K
4
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$594K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$1.54M
2
+$611K
3
+$579K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$495K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$492K

Sector Composition

1 Energy 5.05%
2 Financials 4.71%
3 Technology 4.63%
4 Communication Services 3.72%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.18%
2,837
+285
77
$318K 0.18%
7,942
78
$317K 0.18%
5,833
+612
79
$316K 0.18%
6,688
80
$315K 0.18%
8,290
81
$310K 0.17%
4,600
+16
82
$307K 0.17%
2,087
83
$307K 0.17%
4,133
84
$301K 0.17%
3,684
+194
85
$297K 0.17%
4,641
+68
86
$289K 0.16%
2,307
+37
87
$282K 0.16%
2,720
+301
88
$282K 0.16%
4,762
+85
89
$281K 0.16%
+1,593
90
$274K 0.15%
5,413
-2,317
91
$271K 0.15%
2,804
+48
92
$270K 0.15%
11,249
+2,539
93
$267K 0.15%
3,146
+75
94
$262K 0.15%
6,835
+61
95
$260K 0.15%
+4,440
96
$260K 0.15%
4,851
-190
97
$258K 0.14%
2,340
-521
98
$256K 0.14%
2,831
+368
99
$255K 0.14%
2,681
-624
100
$254K 0.14%
3,979
+140
2 3
4
5 6