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
326
$17K ﹤0.01%
+536
327
$17K ﹤0.01%
+187
328
$17K ﹤0.01%
+5,500
329
$16K ﹤0.01%
+375
330
$16K ﹤0.01%
+205
331
$16K ﹤0.01%
+195
332
$16K ﹤0.01%
+482
333
$16K ﹤0.01%
+69
334
$15K ﹤0.01%
+1,500
335
$15K ﹤0.01%
100
-13,980
336
$15K ﹤0.01%
+750
337
$15K ﹤0.01%
+86
338
$15K ﹤0.01%
+256
339
$15K ﹤0.01%
+276
340
$15K ﹤0.01%
+90
341
$14K ﹤0.01%
+180
342
$14K ﹤0.01%
+481
343
$14K ﹤0.01%
+183
344
$13K ﹤0.01%
+283
345
$13K ﹤0.01%
+436
346
$13K ﹤0.01%
+300
347
$13K ﹤0.01%
+203
348
$13K ﹤0.01%
+726
349
$12K ﹤0.01%
+97
350
$12K ﹤0.01%
+400
12 13
14
15 16