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
$156M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Sells

1 +$1.4M
2 +$1.26M
3 +$889K
4
MO icon
Altria Group
MO
+$610K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$520K

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
-1,235
128
-1,595
129
-2,318
130
-657
131
-7,948
132
-2,184
133
-3,004
134
-3,891
135
-18,220
136
-2,507
137
-7,450
138
-11,378