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
176
$457K 0.12%
9,252
+748
177
$457K 0.12%
2,143
+12
178
$445K 0.12%
4,868
+1,638
179
$445K 0.12%
9,380
180
$444K 0.12%
16,328
-224
181
$443K 0.12%
7,957
182
$442K 0.12%
2,418
-31
183
$442K 0.12%
13,488
-120
184
$432K 0.12%
1,151
+447
185
$412K 0.11%
2,021
186
$412K 0.11%
12,261
+28
187
$412K 0.11%
6,278
188
$408K 0.11%
4,404
+30
189
$403K 0.11%
2,783
+8
190
$402K 0.11%
+5,416
191
$396K 0.11%
16,245
+27
192
$386K 0.1%
4,175
193
$382K 0.1%
5,655
194
$377K 0.1%
1,692
+46
195
$375K 0.1%
872
+84
196
$372K 0.1%
14,028
+312
197
$372K 0.1%
2,197
198
$371K 0.1%
1,145
199
$369K 0.1%
53,284
+140
200
$368K 0.1%
3,760
-47
6 7
8
9 10