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
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.11%
3,000
102
$228K 0.11%
880
103
$223K 0.11%
584
-160
104
$221K 0.11%
3,740
105
$216K 0.11%
893
+50
106
$216K 0.11%
1,574
107
$215K 0.11%
2,673
+1
108
$211K 0.1%
1,559
+1
109
$206K 0.1%
2,599
+147
110
$204K 0.1%
3,480
+1,140
111
$203K 0.1%
4,780
112
$199K 0.1%
11,400
-1,200
113
$185K 0.09%
1,655
114
$183K 0.09%
7,135
115
$182K 0.09%
5,589
-1,050
116
$171K 0.08%
2,655
117
$171K 0.08%
1,500
118
$165K 0.08%
3,790
-218
119
$164K 0.08%
8,899
120
$164K 0.08%
2,309
+587
121
$163K 0.08%
9,120
+290
122
$162K 0.08%
3,972
123
$159K 0.08%
837
124
$156K 0.08%
11,000
-10,500
125
$155K 0.08%
4,987
3 4
5
6 7