IWA
Intercontinental Wealth Advisors Portfolio holdings
AUM
$419M
1-Year Return
22.15%
This Quarter Return
+5.8%
1 Year Return
+22.15%
3 Year Return
+46.78%
5 Year Return
+65.86%
10 Year Return
–
AUM
$178M
AUM Growth
+$14.6M
(+8.9%)
Cap. Flow
+$5.81M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
48.48%
Holding
170
New
36
Increased
58
Reduced
30
Closed
20
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.73M |
| 2 |
Global X MSCI Greece ETF
GREK
|
$931K |
| 3 |
Ares Capital
ARCC
|
$625K |
| 4 |
SPDR S&P Global Dividend ETF
WDIV
|
$594K |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$548K |
Top Sells
Sector Composition
| 1 | Energy | 5.05% |
| 2 | Financials | 4.71% |
| 3 | Technology | 4.63% |
| 4 | Communication Services | 3.72% |
| 5 | Healthcare | 3.6% |
