IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.92%
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
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

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
251
$68K 0.01%
+903
252
$68K 0.01%
1,516
-3,801
253
$67K 0.01%
+2,080
254
$67K 0.01%
+814
255
$64K 0.01%
+4,587
256
$63K 0.01%
+568
257
$59K 0.01%
+2,340
258
$59K 0.01%
+300
259
$59K 0.01%
+216
260
$58K 0.01%
+1,096
261
$58K 0.01%
+2,700
262
$58K 0.01%
+264
263
$56K 0.01%
+1,095
264
$55K 0.01%
+472
265
$54K 0.01%
+199
266
$52K 0.01%
+1,235
267
$52K 0.01%
+2,178
268
$51K 0.01%
+136
269
$51K 0.01%
+348
270
$51K 0.01%
+590
271
$51K 0.01%
+4,350
272
$51K 0.01%
+380
273
$50K 0.01%
+950
274
$50K 0.01%
+1,400
275
$50K 0.01%
+215
9 10
11
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