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
276
$50K 0.01%
+1,196
277
$50K 0.01%
+248
278
$48K 0.01%
+172
279
$45K 0.01%
+725
280
$44K 0.01%
+1,384
281
$43K 0.01%
+410
282
$41K 0.01%
+1,592
283
$41K 0.01%
+1,500
284
$40K 0.01%
+1,800
285
$39K 0.01%
+2,305
286
$39K 0.01%
+1,524
287
$39K 0.01%
+470
288
$36K 0.01%
+700
289
$34K 0.01%
+563
290
$34K 0.01%
+794
291
$32K 0.01%
+2,049
292
$31K 0.01%
+342
293
$31K 0.01%
+1,996
294
$31K 0.01%
+1,229
295
$30K 0.01%
+350
296
$29K 0.01%
+550
297
$29K 0.01%
+5,249
298
$29K 0.01%
+635
299
$28K 0.01%
+165
300
$28K 0.01%
145
-5,405
10 11
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