IWA

IBEX Wealth Advisors Portfolio holdings

AUM $937M
1-Year Est. Return 43.53%
This Quarter Est. Return
1 Year Est. Return
+43.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.26M
3
+$6.97M
4
CTRE icon
CareTrust REIT
CTRE
+$6.93M
5
PLTR icon
Palantir
PLTR
+$6.78M

Top Sells

1
+$9.31M
2
+$7.01M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.24M
5
JPM icon
JPMorgan Chase
JPM
+$4.95M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.66T
$108M 11.52%
683,338
+22,021
AVGO icon
2
Broadcom
AVGO
$1.71T
$46.7M 4.98%
169,278
+17,409
MSFT icon
3
Microsoft
MSFT
$3.95T
$34.5M 3.68%
69,420
+909
PLTR icon
4
Palantir
PLTR
$449B
$32.2M 3.43%
236,063
+49,724
AAPL icon
5
Apple
AAPL
$3.99T
$22.8M 2.43%
111,081
-25,537
WMB icon
6
Williams Companies
WMB
$70.4B
$21.8M 2.32%
346,789
+6,502
IBM icon
7
IBM
IBM
$293B
$18.9M 2.01%
63,996
-4,978
JXN icon
8
Jackson Financial
JXN
$6.96B
$17.4M 1.85%
195,772
+5,140
T icon
9
AT&T
T
$181B
$17.2M 1.83%
592,694
+36,892
AMZN icon
10
Amazon
AMZN
$2.42T
$16.5M 1.76%
75,371
-11,543
APP icon
11
Applovin
APP
$218B
$15.8M 1.68%
45,005
+918
OKE icon
12
Oneok
OKE
$43.6B
$14.8M 1.58%
181,029
+5,114
META icon
13
Meta Platforms (Facebook)
META
$1.89T
$13.9M 1.48%
18,849
+2,065
PANW icon
14
Palo Alto Networks
PANW
$149B
$13.5M 1.44%
65,799
+445
VZ icon
15
Verizon
VZ
$165B
$13.5M 1.44%
310,868
+78,718
TBIL
16
US Treasury 3 Month Bill ETF
TBIL
$5.96B
$13M 1.39%
260,015
+30,173
MA icon
17
Mastercard
MA
$517B
$12.3M 1.31%
21,870
+846
VRT icon
18
Vertiv
VRT
$73.8B
$12.1M 1.29%
93,862
+20,123
V icon
19
Visa
V
$675B
$11.9M 1.27%
33,545
-12,135
KMI icon
20
Kinder Morgan
KMI
$58.1B
$11.8M 1.26%
400,356
+16,099
HRB icon
21
H&R Block
HRB
$6.7B
$11.1M 1.18%
201,325
+6,437
UNM icon
22
Unum
UNM
$12.9B
$11M 1.18%
136,491
+4,850
COF icon
23
Capital One
COF
$142B
$11M 1.17%
+51,580
ABBV icon
24
AbbVie
ABBV
$403B
$10.8M 1.16%
58,426
+1,610
SHEL icon
25
Shell
SHEL
$217B
$10.7M 1.14%
151,522
+5,872
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