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
151
$531K 0.14%
2,623
-37
152
$530K 0.14%
1,804
-29
153
$529K 0.14%
4,424
-67
154
$525K 0.14%
2,936
-677
155
$522K 0.14%
27,391
-277
156
$519K 0.14%
6,063
-93
157
$518K 0.14%
2,423
-41
158
$516K 0.14%
15,482
+4,431
159
$515K 0.14%
5,781
-105
160
$515K 0.14%
15,123
+2,747
161
$501K 0.14%
6,195
-42
162
$495K 0.13%
3,234
+1
163
$485K 0.13%
1,966
-49
164
$483K 0.13%
86,969
+50,843
165
$483K 0.13%
29,883
-77
166
$481K 0.13%
15,746
-61
167
$481K 0.13%
2,441
-933
168
$478K 0.13%
8,653
169
$477K 0.13%
6,088
-108
170
$472K 0.13%
2,400
+2
171
$466K 0.13%
6,450
-48
172
$464K 0.13%
4,540
+513
173
$464K 0.13%
5,187
-86
174
$464K 0.13%
5,676
175
$458K 0.12%
3,443
-13
5 6
7
8 9