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
401
$5K ﹤0.01%
+160
402
$5K ﹤0.01%
+33
403
$5K ﹤0.01%
+450
404
$5K ﹤0.01%
+181
405
$5K ﹤0.01%
+49
406
$5K ﹤0.01%
+124
407
$5K ﹤0.01%
+275
408
$5K ﹤0.01%
+75
409
$4K ﹤0.01%
+40
410
$4K ﹤0.01%
+24
411
$4K ﹤0.01%
+356
412
$4K ﹤0.01%
+51
413
$4K ﹤0.01%
+40
414
$4K ﹤0.01%
+70
415
$4K ﹤0.01%
+60
416
$4K ﹤0.01%
+167
417
$4K ﹤0.01%
+166
418
$4K ﹤0.01%
+165
419
$4K ﹤0.01%
+166
420
$3K ﹤0.01%
+9
421
$3K ﹤0.01%
+2
422
$3K ﹤0.01%
+31
423
$3K ﹤0.01%
+100
424
$3K ﹤0.01%
+54
425
$2K ﹤0.01%
+13
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