IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.92%
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
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

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
301
– –
-94
302
– –
-367
303
– –
-61
304
– –
-1,505
305
– –
-38
306
– –
-6
307
– –
-1,474
308
– –
-1,324
309
– –
-1,633
310
– –
-5,656
311
– –
-4,632
312
– –
-101
313
– –
-5
314
– –
-100
315
– –
-122
316
– –
-84
317
– –
-5,176
318
– –
-70
319
– –
-18
320
– –
-2,340
321
– –
-2,744
322
– –
-97
323
– –
0
324
– –
-169
325
– –
-160
11 12
13
14 15