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
301
$28K 0.01%
+267
302
$27K 0.01%
+720
303
$26K 0.01%
+407
304
$26K 0.01%
+204
305
$26K 0.01%
+601
306
$25K ﹤0.01%
+896
307
$25K ﹤0.01%
+250
308
$25K ﹤0.01%
+105
309
$24K ﹤0.01%
+263
310
$24K ﹤0.01%
+1,060
311
$24K ﹤0.01%
+1,800
312
$23K ﹤0.01%
+300
313
$23K ﹤0.01%
+387
314
$23K ﹤0.01%
+244
315
$23K ﹤0.01%
+426
316
$20K ﹤0.01%
+122
317
$20K ﹤0.01%
+182
318
$20K ﹤0.01%
+393
319
$19K ﹤0.01%
+84
320
$19K ﹤0.01%
+610
321
$19K ﹤0.01%
+135
322
$18K ﹤0.01%
+500
323
$18K ﹤0.01%
+107
324
$18K ﹤0.01%
+367
325
$17K ﹤0.01%
+720
11 12
13
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