IWA

IBEX Wealth Advisors Portfolio holdings

AUM $937M
1-Year Est. Return 43.53%
This Quarter Est. Return
1 Year Est. Return
+43.53%
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 +$5.13M
2 +$3.19M
3 +$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1 +$4.49M
2 +$3.14M
3 +$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

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
451
$0 ﹤0.01%
+1
452
$0 ﹤0.01%
+9
453
0
454
$0 ﹤0.01%
+1
455
-2,000
456
-7,110
457
$0 ﹤0.01%
+1
458
-14,300