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
$474M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.3M
3
+$929K
4
AMX icon
America Movil
AMX
+$809K
5
PBR icon
Petrobras
PBR
+$694K

Top Sells

1
+$13.2M
2
+$2.45M
3
+$2.3M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.27M
5
MFA
MFA Financial
MFA
+$794K

Sector Composition

1 Technology 9.42%
2 Communication Services 7.47%
3 Financials 7.46%
4 Consumer Discretionary 6.39%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$733K 0.15%
3,382
+328
127
$731K 0.15%
14,378
-210
128
$729K 0.15%
6,214
-795
129
$729K 0.15%
15,101
+1,117
130
$729K 0.15%
6,867
+230
131
$723K 0.15%
15,112
132
$722K 0.15%
18,868
+4,100
133
$721K 0.15%
8,908
134
$717K 0.15%
30,379
+2,233
135
$711K 0.15%
2,428
+1,055
136
$706K 0.15%
7,968
+556
137
$706K 0.15%
13,130
-10
138
$701K 0.15%
5,997
+933
139
$700K 0.15%
23,804
-324
140
$694K 0.15%
13,721
141
$694K 0.15%
+63,162
142
$682K 0.14%
6,398
-72
143
$679K 0.14%
7,957
144
$678K 0.14%
22,453
+4,709
145
$676K 0.14%
4,054
-3
146
$675K 0.14%
2,645
+1,158
147
$671K 0.14%
17,175
148
$668K 0.14%
9,204
+955
149
$658K 0.14%
6,276
+1,425
150
$658K 0.14%
4,694
+513
4 5
6
7 8