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
151
$326K 0.1%
3,716
+688
152
$324K 0.09%
2,608
+89
153
$323K 0.09%
574
+114
154
$319K 0.09%
+11,400
155
$318K 0.09%
4,228
+1,028
156
$317K 0.09%
8,690
-100
157
$317K 0.09%
8,042
+3,062
158
$317K 0.09%
5,013
+705
159
$310K 0.09%
4,138
-168
160
$304K 0.09%
10,855
+675
161
$299K 0.09%
17,699
+5,318
162
$294K 0.09%
6,300
+1,152
163
$292K 0.09%
6,930
+1,328
164
$289K 0.08%
1,315
-453
165
$288K 0.08%
17,755
-753
166
$272K 0.08%
+6,250
167
$269K 0.08%
+2,726
168
$263K 0.08%
+10,919
169
$254K 0.07%
3,623
170
$251K 0.07%
5,194
-4
171
$249K 0.07%
+1,264
172
$247K 0.07%
+10,125
173
$235K 0.07%
17,400
-22,720
174
$234K 0.07%
4,505
+812
175
$232K 0.07%
6,250
5 6
7
8 9