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
176
$72K 0.04%
550
177
$71K 0.04%
3,600
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$71K 0.04%
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180
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$65K 0.03%
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183
$65K 0.03%
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184
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$62K 0.03%
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186
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187
$60K 0.03%
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188
$59K 0.03%
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189
$59K 0.03%
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190
$57K 0.03%
522
191
$56K 0.03%
348
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192
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158
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193
$52K 0.03%
470
194
$49K 0.02%
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195
$49K 0.02%
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196
$48K 0.02%
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198
$46K 0.02%
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199
$45K 0.02%
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200
$45K 0.02%
2,169
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