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IWA

Intercontinental Wealth Advisors Portfolio holdings

AUM $419M
1-Year Est. Return 22.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$2.86M
3
+$2.65M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.29M

Top Sells

1
+$1.42M
2
+$1.25M
3
+$861K
4
MO icon
Altria Group
MO
+$599K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$512K

Sector Composition

1 Energy 6.02%
2 Technology 5.01%
3 Healthcare 4.46%
4 Financials 4.23%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67K 0.04%
10,525
127
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-36,440
128
– –
-2,507
129
– –
-14,900
130
– –
-11,378
131
– –
-1,235
132
– –
-1,595
133
– –
-2,318
134
– –
-657
135
– –
-2,184
136
– –
-3,004
137
– –
-3,891
138
– –
-7,948
2 3 4 5
6