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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.6K ﹤0.01%
+18
227
$10.2K ﹤0.01%
+188
228
$9.96K ﹤0.01%
33
-12,896
229
$9.74K ﹤0.01%
+61
230
$9.68K ﹤0.01%
+88
231
$9.46K ﹤0.01%
63
-4,962
232
$9.29K ﹤0.01%
+200
233
$9.01K ﹤0.01%
+100
234
$8.9K ﹤0.01%
+65
235
$8.57K ﹤0.01%
63
-45,113
236
$8.04K ﹤0.01%
+52
237
$7.96K ﹤0.01%
418
-69,779
238
$7.67K ﹤0.01%
+36
239
$7.58K ﹤0.01%
+114
240
$7.49K ﹤0.01%
+93
241
$7.22K ﹤0.01%
+33
242
$6.93K ﹤0.01%
+1,000
243
$6.67K ﹤0.01%
+30
244
$6.6K ﹤0.01%
+28
245
$6.46K ﹤0.01%
+250
246
$6.19K ﹤0.01%
+200
247
$6.18K ﹤0.01%
+87
248
$6.16K ﹤0.01%
+600
249
$5.84K ﹤0.01%
+171
250
$5.8K ﹤0.01%
20
-8,378
8 9
10
11 12