IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.49M
3
+$3.08M
4
ACN icon
Accenture
ACN
+$2.8M
5
STAG icon
STAG Industrial
STAG
+$2.17M

Top Sells

1
+$5.03M
2
+$4.41M
3
+$4.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.08M
5
ADBE icon
Adobe
ADBE
+$3.56M

Sector Composition

1 Technology 15.61%
2 Energy 9.45%
3 Real Estate 8.66%
4 Healthcare 8.45%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
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