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
351
$12K ﹤0.01%
+73
352
$11K ﹤0.01%
+89
353
$11K ﹤0.01%
+136
354
$11K ﹤0.01%
+188
355
$11K ﹤0.01%
+212
356
$11K ﹤0.01%
100
-28,559
357
$10K ﹤0.01%
+102
358
$10K ﹤0.01%
+168
359
$10K ﹤0.01%
+42
360
$10K ﹤0.01%
+135
361
$9K ﹤0.01%
+518
362
$9K ﹤0.01%
+38
363
$9K ﹤0.01%
+47
364
$9K ﹤0.01%
+200
365
$8K ﹤0.01%
+5
366
$8K ﹤0.01%
+94
367
$8K ﹤0.01%
+1,000
368
$8K ﹤0.01%
+400
369
$8K ﹤0.01%
+96
370
$7K ﹤0.01%
+108
371
$7K ﹤0.01%
+263
372
$7K ﹤0.01%
+30
373
$7K ﹤0.01%
+18
374
$7K ﹤0.01%
+65
375
$7K ﹤0.01%
+74
13 14
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