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
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.17%
5,385
77
$331K 0.16%
2,691
-7
78
$331K 0.16%
2,801
+196
79
$327K 0.16%
4,326
+294
80
$325K 0.16%
2,043
81
$324K 0.16%
1,040
+75
82
$316K 0.16%
10,484
-320
83
$314K 0.16%
8,290
84
$308K 0.15%
3,483
+6
85
$307K 0.15%
3,223
+1,082
86
$306K 0.15%
1,021
+351
87
$298K 0.15%
5,761
-16
88
$283K 0.14%
2,357
+354
89
$282K 0.14%
2,021
+2
90
$279K 0.14%
6,985
91
$278K 0.14%
5,182
-500
92
$273K 0.14%
4,782
+109
93
$265K 0.13%
1,592
+457
94
$263K 0.13%
242
+43
95
$255K 0.13%
7,250
-5,060
96
$253K 0.13%
17,500
+3,350
97
$253K 0.13%
1,948
-1,788
98
$246K 0.12%
5,613
-26
99
$245K 0.12%
12,857
100
$234K 0.12%
3,724
2 3
4
5 6