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
176
$513K 0.12%
2,398
-4
177
$508K 0.12%
6,156
-41
178
$507K 0.12%
5,655
+46
179
$501K 0.11%
13,608
180
$499K 0.11%
6,278
-5
181
$493K 0.11%
6,498
-369
182
$488K 0.11%
11,051
+2,856
183
$482K 0.11%
12,376
-6,492
184
$475K 0.11%
12,233
-436
185
$473K 0.11%
3,456
-8
186
$473K 0.11%
1,646
+455
187
$470K 0.11%
11,404
+497
188
$470K 0.11%
8,504
189
$452K 0.1%
2,775
-3,439
190
$450K 0.1%
4,175
191
$445K 0.1%
20,434
-4,575
192
$443K 0.1%
4,374
-28
193
$440K 0.1%
5,469
-41
194
$440K 0.1%
26,688
+264
195
$438K 0.1%
6,610
-509
196
$426K 0.1%
2,021
-6
197
$421K 0.1%
15,150
+600
198
$419K 0.1%
16,218
-413
199
$418K 0.1%
3,807
+28
200
$412K 0.09%
+14,187
6 7
8
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