IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$39.5M
3
+$28.4M
4
WMB icon
Williams Companies
WMB
+$18.3M
5
OKE icon
Oneok
OKE
+$18M

Top Sells

1
+$645M
2
+$36.7M
3
+$29M
4
APP icon
Applovin
APP
+$28.1M
5
NFLX icon
Netflix
NFLX
+$24.8M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-28,582
227
– –
-62,166
228
– –
-540,270
229
– –
-154,450
230
– –
-19,180
231
– –
-10,708
232
– –
-29,918
233
– –
-21,923
234
– –
-62,298
6 7 8 9
10