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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.92M
3
+$5.35M
4
WMB icon
Williams Companies
WMB
+$5.23M
5
HRB icon
H&R Block
HRB
+$4.84M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-6,390
252
– –
-100
253
– –
-436
254
– –
-400
255
– –
-1,244
256
– –
-2,178
257
– –
-244
258
– –
-47
259
– –
-1,379
260
– –
-426
261
– –
-3,500
262
– –
-2,940
263
– –
-18,193
264
– –
-73
265
– –
-200
266
– –
-720
267
– –
-126
268
– –
-14
269
– –
-7,959
270
– –
-1,516
271
– –
-17
272
– –
-182
273
– –
-1,196
274
– –
-228
275
– –
-1,095
9 10
11
12 13