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
101
$823K 0.22%
39,307
+15,473
102
$819K 0.22%
7,414
+15
103
$791K 0.21%
16,976
+3,255
104
$775K 0.21%
16,901
+1,310
105
$769K 0.21%
3,518
+400
106
$740K 0.2%
3,345
107
$735K 0.2%
16,152
-276
108
$713K 0.19%
11,098
+147
109
$712K 0.19%
15,059
110
$704K 0.19%
12,719
111
$678K 0.18%
5,565
112
$678K 0.18%
9,931
113
$674K 0.18%
6,283
+27
114
$674K 0.18%
1,313
+67
115
$673K 0.18%
57,639
-1,037
116
$671K 0.18%
30,206
117
$661K 0.18%
7,249
+408
118
$657K 0.18%
44,883
-991
119
$649K 0.18%
6,706
+110
120
$643K 0.17%
+7,605
121
$639K 0.17%
12,594
-4,231
122
$638K 0.17%
+73,791
123
$634K 0.17%
13,787
124
$633K 0.17%
7,963
125
$633K 0.17%
23,506
3 4
5
6 7