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
426
$2K ﹤0.01%
+100
427
$2K ﹤0.01%
+192
428
$2K ﹤0.01%
+400
429
$2K ﹤0.01%
+30
430
$1K ﹤0.01%
5
-1,864
431
$1K ﹤0.01%
+294
432
– –
0
433
$0 ﹤0.01%
+2
434
$0 ﹤0.01%
+6
435
– –
-2,787
436
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-13,874
437
– –
-8,866
438
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0
439
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0
440
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-1,868
441
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0
442
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443
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444
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-22,885
445
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0
446
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447
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0
448
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-12,633
449
$0 ﹤0.01%
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450
$0 ﹤0.01%
+12
15 16 17
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