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
251
$68K 0.01%
+903
252
$68K 0.01%
1,516
-3,801
253
$67K 0.01%
+814
254
$67K 0.01%
+2,080
255
$64K 0.01%
+4,587
256
$63K 0.01%
+568
257
$59K 0.01%
+216
258
$59K 0.01%
+2,340
259
$59K 0.01%
+300
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%
+348
269
$51K 0.01%
+136
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
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