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
376
$7K ﹤0.01%
+94
377
$7K ﹤0.01%
+63
378
$7K ﹤0.01%
+100
379
$7K ﹤0.01%
+83
380
$7K ﹤0.01%
+402
381
$7K ﹤0.01%
+124
382
$6K ﹤0.01%
+96
383
$6K ﹤0.01%
+151
384
$6K ﹤0.01%
+124
385
$6K ﹤0.01%
+200
386
$6K ﹤0.01%
+100
387
$6K ﹤0.01%
+14
388
$6K ﹤0.01%
+228
389
$5K ﹤0.01%
+50
390
$5K ﹤0.01%
+61
391
$5K ﹤0.01%
+84
392
$5K ﹤0.01%
+185
393
$5K ﹤0.01%
+70
394
$5K ﹤0.01%
+350
395
$5K ﹤0.01%
+40
396
$5K ﹤0.01%
+150
397
$5K ﹤0.01%
+12
398
$5K ﹤0.01%
+168
399
$5K ﹤0.01%
+172
400
$5K ﹤0.01%
+169
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