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
251
$5.68K ﹤0.01%
+40
252
$5.45K ﹤0.01%
+18
253
$5.02K ﹤0.01%
+93
254
$4.91K ﹤0.01%
+150
255
$4.91K ﹤0.01%
+119
256
$4.54K ﹤0.01%
40
-42,680
257
$4.39K ﹤0.01%
+350
258
$4.36K ﹤0.01%
250
-196,868
259
$4.17K ﹤0.01%
8
-8,303
260
$4.16K ﹤0.01%
+212
261
$4.15K ﹤0.01%
+60
262
$4.01K ﹤0.01%
+500
263
$3.52K ﹤0.01%
67
-45,038
264
$3.31K ﹤0.01%
+500
265
$2.96K ﹤0.01%
+50
266
$2.95K ﹤0.01%
30
-26,757
267
$2.93K ﹤0.01%
+173
268
$2.42K ﹤0.01%
35
-65,433
269
$2.42K ﹤0.01%
+400
270
$2.39K ﹤0.01%
+17
271
$2.33K ﹤0.01%
+94
272
$2.19K ﹤0.01%
+356
273
$1.55K ﹤0.01%
+15
274
$1.52K ﹤0.01%
+20
275
$1.16K ﹤0.01%
+17
9 10
11
12 13