IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.45M
3
+$2.6M
4
COF icon
Capital One
COF
+$2.38M
5
CHTR icon
Charter Communications
CHTR
+$1.56M

Top Sells

1
+$4.78M
2
+$3.47M
3
+$2.54M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.46M
5
UNP icon
Union Pacific
UNP
+$1.56M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99K 0.02%
+3,514
227
$96K 0.02%
+404
228
$95K 0.02%
+394
229
$93K 0.02%
+5,176
230
$92K 0.02%
+1,746
231
$89K 0.02%
+6,390
232
$87K 0.02%
+2,666
233
$85K 0.02%
+790
234
$84K 0.02%
+730
235
$84K 0.02%
+126
236
$83K 0.02%
+2,940
237
$82K 0.02%
+1,324
238
$81K 0.02%
+2,157
239
$78K 0.02%
+1,639
240
$77K 0.01%
+600
241
$77K 0.01%
+196
242
$76K 0.01%
1,250
243
$75K 0.01%
+101
244
$75K 0.01%
+1,000
245
$73K 0.01%
+1,493
246
$72K 0.01%
+859
247
$71K 0.01%
+3,500
248
$70K 0.01%
+4,744
249
$69K 0.01%
+161
250
$69K 0.01%
+407
8 9
10
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