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
$369M
AUM Growth
-$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.33M
3
+$5.71M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.52M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$998K
4
BABA icon
Alibaba
BABA
+$861K
5
TSLA icon
Tesla
TSLA
+$780K

Sector Composition

1 Financials 11.95%
2 Technology 9.44%
3 Industrials 6.42%
4 Healthcare 6.02%
5 Consumer Discretionary 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$626K 0.17%
3,396
-52
127
$626K 0.17%
8,920
+12
128
$622K 0.17%
5,222
129
$619K 0.17%
7,533
+2,124
130
$614K 0.17%
8,625
131
$614K 0.17%
15,141
+2,082
132
$610K 0.17%
7,436
+380
133
$610K 0.17%
12,474
+1,275
134
$609K 0.17%
24,659
+1,052
135
$607K 0.16%
28,550
136
$607K 0.16%
22,162
+5,158
137
$603K 0.16%
9,756
+482
138
$602K 0.16%
9,066
+49
139
$602K 0.16%
7,883
-185
140
$594K 0.16%
17,031
-880
141
$585K 0.16%
1,599
+36
142
$582K 0.16%
3,778
143
$581K 0.16%
1,654
-20
144
$581K 0.16%
71,000
+60,000
145
$572K 0.16%
16,751
146
$561K 0.15%
2,591
147
$560K 0.15%
14,269
-128
148
$552K 0.15%
140,778
149
$552K 0.15%
6,720
-220
150
$544K 0.15%
12,760
-658
4 5
6
7 8