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
$474M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$2.3M
3
+$929K
4
AMX icon
America Movil
AMX
+$809K
5
PBR icon
Petrobras
PBR
+$694K

Top Sells

1
+$13.2M
2
+$2.45M
3
+$2.3M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.27M
5
MFA
MFA Financial
MFA
+$794K

Sector Composition

1 Technology 9.42%
2 Communication Services 7.47%
3 Financials 7.46%
4 Consumer Discretionary 6.39%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$527K 0.11%
25,009
+4,029
177
$525K 0.11%
26,424
+11,424
178
$522K 0.11%
3,430
+1,192
179
$516K 0.11%
7,119
+95
180
$512K 0.11%
6,675
+524
181
$508K 0.11%
1,567
+683
182
$501K 0.11%
7,524
183
$500K 0.11%
3,779
+1,651
184
$498K 0.11%
5,609
-4
185
$495K 0.1%
6,890
186
$487K 0.1%
1,983
+47
187
$486K 0.1%
2,027
-2
188
$485K 0.1%
10,907
+319
189
$482K 0.1%
6,283
-20
190
$480K 0.1%
12,300
+5,330
191
$479K 0.1%
13,341
+750
192
$478K 0.1%
4,175
193
$477K 0.1%
17,004
194
$477K 0.1%
12,669
-420
195
$464K 0.1%
2,402
+42
196
$461K 0.1%
4,810
-60
197
$459K 0.1%
+15,926
198
$454K 0.1%
4,402
-70
199
$452K 0.1%
4,374
-3
200
$449K 0.09%
895
+25
6 7
8
9 10