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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
$178M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$847K
3
+$646K
4
WDIV icon
State Street SPDR S&P Global Dividend ETF
WDIV
+$579K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$559K

Top Sells

1
+$1.54M
2
+$611K
3
+$579K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$495K
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$492K

Sector Composition

1 Energy 5.05%
2 Financials 4.71%
3 Technology 4.63%
4 Communication Services 3.72%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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