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
$342M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.73M
3
+$1.07M
4
DAX icon
Global X DAX Germany ETF
DAX
+$1.04M
5
JBTM
JBT Marel
JBTM
+$713K

Top Sells

1
+$5.88M
2
+$981K
3
+$849K
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$742K
5
LECO icon
Lincoln Electric
LECO
+$552K

Sector Composition

1 Communication Services 18.19%
2 Technology 6.55%
3 Financials 6.02%
4 Industrials 4.89%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$424K 0.12%
15,188
+314
127
$422K 0.12%
5,868
-12
128
$417K 0.12%
10,232
+133
129
$416K 0.12%
8,557
-974
130
$411K 0.12%
10,352
+115
131
$410K 0.12%
3,408
+131
132
$406K 0.12%
+11,934
133
$405K 0.12%
+172,140
134
$403K 0.12%
3,046
+152
135
$386K 0.11%
17,237
+713
136
$385K 0.11%
6,000
137
$383K 0.11%
2,319
-516
138
$383K 0.11%
5,661
+325
139
$383K 0.11%
21,809
+961
140
$382K 0.11%
+1,776
141
$378K 0.11%
9,597
+4,022
142
$374K 0.11%
6,406
+1,094
143
$370K 0.11%
5,271
+542
144
$360K 0.11%
7,190
+478
145
$359K 0.11%
+3,456
146
$349K 0.1%
4,409
-1,051
147
$348K 0.1%
2,994
+62
148
$342K 0.1%
7,624
149
$341K 0.1%
9,104
+1,350
150
$340K 0.1%
14,132
+3,813
4 5
6
7 8