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
$163M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.43M
3
+$1.38M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$777K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$624K

Top Sells

1
+$18.2M
2
+$6.35M
3
+$5.32M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.63M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.62M

Sector Composition

1 Energy 5.35%
2 Technology 3.87%
3 Communication Services 3.65%
4 Financials 3.49%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.14%
3,498
+948
102
$223K 0.14%
4,722
-52
103
$220K 0.14%
1,837
+185
104
$216K 0.13%
569
-15
105
$216K 0.13%
1,934
-14
106
$211K 0.13%
9,140
+10
107
$206K 0.13%
3,869
-45
108
$204K 0.13%
+7,895
109
$203K 0.12%
11,100
-300
110
$200K 0.12%
7,135
111
$186K 0.11%
4,260
-50
112
$181K 0.11%
3,654
-40
113
$181K 0.11%
1,500
114
$180K 0.11%
4,548
+459
115
$178K 0.11%
2,655
116
$175K 0.11%
905
+69
117
$175K 0.11%
1,349
-673
118
$169K 0.1%
380
-4
119
$169K 0.1%
11,000
120
$163K 0.1%
3,972
121
$162K 0.1%
1,282
-277
122
$161K 0.1%
970
123
$159K 0.1%
4,987
124
$145K 0.09%
7,357
125
$141K 0.09%
7,075
3 4
5
6 7