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
201
$432K 0.09%
4,029
+47
202
$431K 0.09%
14,550
-423
203
$428K 0.09%
6,430
-90
204
$422K 0.09%
7,450
205
$421K 0.09%
2,423
206
$420K 0.09%
2,085
+4
207
$409K 0.09%
774
+339
208
$404K 0.09%
+1,008
209
$396K 0.08%
8,195
+3,542
210
$391K 0.08%
12,014
211
$385K 0.08%
3,059
+1,343
212
$382K 0.08%
5,510
+70
213
$382K 0.08%
1,191
+135
214
$379K 0.08%
6,197
-1,700
215
$377K 0.08%
1,917
216
$369K 0.08%
3,162
+1,382
217
$369K 0.08%
3,218
-68
218
$368K 0.08%
18,959
+1,797
219
$365K 0.08%
16,631
-1,762
220
$363K 0.08%
5,312
-71
221
$358K 0.08%
8,354
-1,455
222
$355K 0.07%
12,494
+5,341
223
$355K 0.07%
8,440
+800
224
$348K 0.07%
6,380
-374
225
$344K 0.07%
2,197
-30
7 8
9
10 11