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
$155M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.25M
3
+$1.14M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$550K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$903K
2
+$292K
3
+$245K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$240K
5
AMGN icon
Amgen
AMGN
+$216K

Sector Composition

1 Energy 5.22%
2 Healthcare 4.84%
3 Communication Services 4.82%
4 Financials 4.8%
5 Technology 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,293
102
– –
-5,050
103
– –
-4,780
104
– –
-4,694
105
– –
-4,967
1 2 3 4
5