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
201
$45K 0.02%
427
202
$45K 0.02%
1,011
203
$43K 0.02%
32
204
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532
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205
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206
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207
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208
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641
209
$40K 0.02%
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210
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212
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213
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214
$38K 0.02%
452
215
$37K 0.02%
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216
$36K 0.02%
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217
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218
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219
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221
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224
$33K 0.02%
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225
$32K 0.02%
568
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9
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