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
201
$410K 0.09%
3,087
+28
202
$407K 0.09%
1,580
+13
203
$405K 0.09%
6,430
204
$401K 0.09%
2,197
205
$400K 0.09%
2,089
+4
206
$400K 0.09%
7,450
207
$394K 0.09%
778
+4
208
$386K 0.09%
21,857
+10,817
209
$385K 0.09%
12,634
+620
210
$385K 0.09%
2,423
211
$382K 0.09%
7,110
+220
212
$374K 0.09%
4,411
213
$369K 0.08%
9,635
-2,665
214
$366K 0.08%
8,320
-120
215
$363K 0.08%
6,937
+557
216
$358K 0.08%
14,257
-730
217
$357K 0.08%
+5,600
218
$350K 0.08%
18,959
219
$349K 0.08%
3,230
+68
220
$348K 0.08%
788
-145
221
$347K 0.08%
5,312
222
$340K 0.08%
3,466
+160
223
$338K 0.08%
4,024
224
$337K 0.08%
4,404
-160
225
$336K 0.08%
440
+211
7 8
9
10 11