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
$180M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.55M
3
+$1.74M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07M

Top Sells

1
+$2.39M
2
+$1.83M
3
+$1.35M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$774K
5
PFE icon
Pfizer
PFE
+$439K

Sector Composition

1 Energy 4.29%
2 Technology 3.61%
3 Communication Services 3.35%
4 Financials 3.1%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.18%
3,220
77
$305K 0.17%
4,053
78
$303K 0.17%
4,133
79
$301K 0.17%
3,723
+1,638
80
$297K 0.17%
+6,829
81
$296K 0.16%
6,011
-256
82
$291K 0.16%
6,600
83
$291K 0.16%
+7,082
84
$288K 0.16%
2,087
85
$285K 0.16%
4,259
-155
86
$285K 0.16%
15,107
87
$277K 0.15%
2,840
88
$276K 0.15%
4,912
+39
89
$270K 0.15%
8,242
+300
90
$263K 0.15%
2,834
-119
91
$262K 0.15%
3,080
-380
92
$256K 0.14%
2,277
-107
93
$250K 0.14%
3,000
94
$248K 0.14%
5,594
+528
95
$241K 0.13%
+4,020
96
$241K 0.13%
11,249
97
$233K 0.13%
1,921
+308
98
$233K 0.13%
2,965
99
$231K 0.13%
+3,972
100
$225K 0.13%
+5,750
1 2 3
4
5