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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.43M
3
+$1.38M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$777K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$624K

Top Sells

1
+$18.2M
2
+$6.35M
3
+$5.32M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.63M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.62M

Sector Composition

1 Energy 5.35%
2 Technology 3.87%
3 Communication Services 3.65%
4 Financials 3.49%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.22%
2,684
-63
77
$354K 0.22%
5,118
+1,804
78
$353K 0.22%
1,523
-9
79
$345K 0.21%
4,256
+13
80
$341K 0.21%
8,990
+800
81
$338K 0.21%
18,970
-248
82
$336K 0.21%
1,023
+4
83
$334K 0.21%
2,812
+122
84
$334K 0.21%
9,122
-56
85
$327K 0.2%
2,984
+50
86
$325K 0.2%
5,385
87
$318K 0.2%
10,484
88
$314K 0.19%
10,139
-97
89
$307K 0.19%
5,577
-50
90
$289K 0.18%
10,460
+8,660
91
$285K 0.18%
+5,464
92
$276K 0.17%
3,542
+542
93
$272K 0.17%
17,200
94
$272K 0.17%
3,686
-38
95
$260K 0.16%
3,239
+640
96
$251K 0.15%
3,311
-25
97
$242K 0.15%
6,250
-1,000
98
$241K 0.15%
3,740
99
$240K 0.15%
880
-45
100
$233K 0.14%
+9,000
2 3
4
5 6