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
$178M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$931K
3
+$625K
4
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$594K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$548K

Top Sells

1
+$1.54M
2
+$611K
3
+$579K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$495K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$492K

Sector Composition

1 Energy 5.05%
2 Financials 4.71%
3 Technology 4.63%
4 Communication Services 3.72%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$248K 0.14%
143
-3
102
$242K 0.14%
+1,731
103
$239K 0.13%
465
+7
104
$237K 0.13%
5,448
105
$230K 0.13%
8,960
-2,130
106
$230K 0.13%
3,000
107
$228K 0.13%
+3,650
108
$227K 0.13%
+1,444
109
$227K 0.13%
+6,447
110
$227K 0.13%
6,844
111
$225K 0.13%
1,658
+20
112
$224K 0.13%
4,700
113
$223K 0.13%
3,740
114
$223K 0.13%
+2,203
115
$221K 0.12%
+1,538
116
$217K 0.12%
2,817
-299
117
$216K 0.12%
880
118
$210K 0.12%
1,991
+29
119
$209K 0.12%
2,878
120
$205K 0.11%
1,721
+23
121
$202K 0.11%
3,657
122
$186K 0.1%
2,219
+242
123
$150K 0.08%
23,247
-43,120
124
$143K 0.08%
16,464
125
$66K 0.04%
10,599
+74
2 3 4
5
6