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
201
$362K 0.1%
26,300
-388
202
$360K 0.1%
768
-10
203
$353K 0.1%
9,433
+3,072
204
$341K 0.09%
14,187
205
$340K 0.09%
10,919
-485
206
$337K 0.09%
7,450
207
$335K 0.09%
8,400
+80
208
$334K 0.09%
20,213
-221
209
$331K 0.09%
9,211
+788
210
$331K 0.09%
7,770
+660
211
$329K 0.09%
5,507
+38
212
$329K 0.09%
4,604
+200
213
$324K 0.09%
3,285
+7
214
$324K 0.09%
+1,763
215
$322K 0.09%
1,558
-22
216
$320K 0.09%
8,859
+2,610
217
$320K 0.09%
+21,480
218
$318K 0.09%
14,257
219
$317K 0.09%
6,018
-14
220
$316K 0.09%
3,337
+287
221
$314K 0.09%
6,003
-607
222
$312K 0.08%
6,430
223
$311K 0.08%
1,702
+596
224
$308K 0.08%
2,423
225
$304K 0.08%
3,825
+359
7 8
9
10 11