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
$202M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.35M
3
+$1.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$928K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$690K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$560K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$419K

Sector Composition

1 Energy 3.7%
2 Technology 3.61%
3 Financials 3.39%
4 Healthcare 3.23%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$102K 0.05%
1,528
+31
152
$102K 0.05%
738
153
$102K 0.05%
1,721
+325
154
$101K 0.05%
1,162
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155
$101K 0.05%
1,011
156
$99K 0.05%
1,215
-1,188
157
$94K 0.05%
2,800
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158
$91K 0.05%
1,436
-2,423
159
$87K 0.04%
800
160
$87K 0.04%
1,140
161
$84K 0.04%
4,133
162
$84K 0.04%
+1,280
163
$82K 0.04%
221
164
$80K 0.04%
1,344
165
$77K 0.04%
1,500
-1,900
166
$77K 0.04%
2,842
167
$76K 0.04%
16,920
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168
$75K 0.04%
750
169
$75K 0.04%
608
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170
$75K 0.04%
1,036
171
$73K 0.04%
748
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172
$73K 0.04%
16,515
173
$72K 0.04%
1,900
174
$72K 0.04%
760
175
$72K 0.04%
1,449
5 6
7
8 9