IWA
Intercontinental Wealth Advisors Portfolio holdings
AUM
$419M
1-Year Return
22.15%
This Quarter Return
+5.18%
1 Year Return
+22.15%
3 Year Return
+46.78%
5 Year Return
+65.86%
10 Year Return
–
AUM
$164M
AUM Growth
+$8.18M
(+5.3%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
47.05%
Holding
141
New
15
Increased
48
Reduced
46
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.19M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$706K |
| 3 |
Invesco QQQ Trust
QQQ
|
$599K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$516K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$497K |
Top Sells
Sector Composition
| 1 | Energy | 5.68% |
| 2 | Financials | 4.96% |
| 3 | Technology | 4.93% |
| 4 | Healthcare | 4.29% |
| 5 | Communication Services | 3.92% |
