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
$439M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.88M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.14M
5
ADBE icon
Adobe
ADBE
+$712K

Top Sells

1
+$17.3M
2
+$1.94M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$965K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$668K

Sector Composition

1 Technology 9.39%
2 Financials 7.82%
3 Communication Services 6.72%
4 Consumer Discretionary 6.57%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$630K 0.14%
3,448
+30
152
$626K 0.14%
+36,126
153
$624K 0.14%
23,834
+30
154
$624K 0.14%
29,960
-1,380
155
$623K 0.14%
5,273
+42
156
$622K 0.14%
6,237
-161
157
$610K 0.14%
7,056
-1,702
158
$604K 0.14%
4,491
-319
159
$604K 0.14%
2,660
+15
160
$600K 0.14%
28,550
-466
161
$595K 0.14%
27,668
+1,490
162
$592K 0.13%
5,676
-5,613
163
$582K 0.13%
2,131
-45
164
$582K 0.13%
8,653
165
$581K 0.13%
2,449
+21
166
$572K 0.13%
3,461
+31
167
$569K 0.13%
7,957
168
$561K 0.13%
6,841
+166
169
$554K 0.13%
16,751
-424
170
$551K 0.13%
9,274
+70
171
$547K 0.12%
13,716
+4,116
172
$542K 0.12%
4,027
-27
173
$524K 0.12%
3,233
-1,227
174
$523K 0.12%
2,015
+32
175
$519K 0.12%
16,552
+112
5 6
7
8 9