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
$369M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.33M
3
+$5.71M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.52M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$998K
4
BABA icon
Alibaba
BABA
+$861K
5
TSLA icon
Tesla
TSLA
+$780K

Sector Composition

1 Financials 11.95%
2 Technology 9.44%
3 Industrials 6.42%
4 Healthcare 6.02%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.29%
3,071
+100
77
$1.05M 0.29%
+5,080
78
$1.04M 0.28%
2,753
+114
79
$1.04M 0.28%
3,793
+403
80
$1.04M 0.28%
13,832
+27
81
$1.02M 0.28%
97,472
+869
82
$1.01M 0.27%
44,903
83
$999K 0.27%
9,490
-34
84
$971K 0.26%
6,750
-203
85
$955K 0.26%
7,981
+7
86
$952K 0.26%
22,587
+243
87
$949K 0.26%
9,361
-4,141
88
$941K 0.26%
10,489
+2,021
89
$930K 0.25%
35,202
-112
90
$928K 0.25%
13,277
+619
91
$924K 0.25%
44,101
-2,477
92
$911K 0.25%
11,826
93
$903K 0.24%
26,817
+88
94
$902K 0.24%
6,391
-62
95
$891K 0.24%
4,425
-14
96
$887K 0.24%
3,195
+448
97
$883K 0.24%
5,893
-980
98
$863K 0.23%
+23,747
99
$832K 0.23%
19,981
100
$829K 0.22%
6,982
+342
2 3
4
5 6