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
176
$232K 0.07%
6,757
-1,100
177
$231K 0.07%
9,048
178
$226K 0.07%
+2,215
179
$224K 0.07%
2,067
-7
180
$222K 0.07%
+7,534
181
$221K 0.06%
+6,821
182
$220K 0.06%
+1,500
183
$218K 0.06%
7,950
-300
184
$217K 0.06%
+6,033
185
$216K 0.06%
+950
186
$213K 0.06%
+3,944
187
$212K 0.06%
3,740
188
$210K 0.06%
+549
189
$209K 0.06%
+5,384
190
$207K 0.06%
+5,056
191
$204K 0.06%
5,874
-66
192
$202K 0.06%
6,080
-3,650
193
$201K 0.06%
+2,113
194
$201K 0.06%
+601
195
$200K 0.06%
6,500
-3,900
196
$190K 0.06%
+12,580
197
$174K 0.05%
10,462
-10,265
198
$159K 0.05%
17,036
-79,523
199
$100K 0.03%
9,375
200
$94K 0.03%
3,036
5 6 7
8
9