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
$439M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.88M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.14M
5
ADBE icon
Adobe
ADBE
+$712K

Top Sells

1
+$17.3M
2
+$1.94M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$965K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$668K

Sector Composition

1 Technology 9.39%
2 Financials 7.82%
3 Communication Services 6.72%
4 Consumer Discretionary 6.57%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.27%
9,524
-105
77
$1.18M 0.27%
4,933
+27
78
$1.17M 0.27%
6,626
-865
79
$1.16M 0.26%
18,067
-526
80
$1.15M 0.26%
11,300
81
$1.14M 0.26%
17,911
+2,689
82
$1.11M 0.25%
25,543
-247
83
$1.09M 0.25%
7,974
-85
84
$1.07M 0.24%
26,729
-1,171
85
$1.06M 0.24%
6,953
-1,188
86
$1.05M 0.24%
96,603
+30,175
87
$1.05M 0.24%
12,658
+133
88
$1.03M 0.23%
22,344
-58
89
$1.01M 0.23%
3,390
+742
90
$1.01M 0.23%
5,886
-329
91
$998K 0.23%
35,517
-1,126
92
$960K 0.22%
18,153
+23
93
$940K 0.21%
8,468
+4,094
94
$926K 0.21%
2,747
+540
95
$922K 0.21%
19,981
96
$917K 0.21%
45,874
+1,065
97
$893K 0.2%
23,607
+1,154
98
$877K 0.2%
7,399
+14
99
$868K 0.2%
58,676
-4,486
100
$866K 0.2%
3,118
-1,395
2 3
4
5 6