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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.92M
3
+$5.35M
4
WMB icon
Williams Companies
WMB
+$5.23M
5
HRB icon
H&R Block
HRB
+$4.84M

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
376
– –
-472
377
– –
-5,009
378
– –
-145
379
– –
-263
380
– –
-13
381
– –
-2,663
382
– –
-124
383
– –
-185
384
– –
-122
385
– –
-84
386
– –
-5,176
387
– –
-30
388
– –
-1,500
389
– –
-216
390
– –
-2,056
391
– –
-70
392
– –
-375
393
– –
-896
394
– –
-1,746
395
– –
-750
396
– –
-1,752
397
– –
-348
398
– –
-859
399
– –
-86
400
– –
-2,244
14 15
16
17 18