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
$219M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$3.51M
3
+$3.25M
4
LOW icon
Lowe's Companies
LOW
+$2.53M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$2.1M

Top Sells

1
+$5.18M
2
+$4.45M
3
+$4.24M
4
BBY icon
Best Buy
BBY
+$4.18M
5
GD icon
General Dynamics
GD
+$4.01M

Sector Composition

1 Technology 13.44%
2 Financials 10.79%
3 Communication Services 7.78%
4 Industrials 7.04%
5 Real Estate 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.42%
23,555
-2,199
27
$3.04M 1.39%
41,310
-1,158
28
$2.95M 1.35%
15,638
-8,814
29
$2.75M 1.26%
101,145
+3,045
30
$2.53M 1.15%
+27,357
31
$2.5M 1.14%
22,964
+845
32
$2.48M 1.13%
42,194
+364
33
$2.25M 1.03%
41,672
-1,563
34
$2.23M 1.02%
28,605
+9,841
35
$2.13M 0.97%
158,231
-2,907
36
$2.1M 0.96%
+79,567
37
$2.08M 0.95%
84,719
+2,735
38
$2.08M 0.95%
83,190
+215
39
$2.05M 0.94%
35,966
+228
40
$2.05M 0.93%
22,394
+3,718
41
$1.94M 0.88%
32,099
-28,191
42
$1.8M 0.82%
13,834
+24
43
$1.78M 0.81%
+49,378
44
$1.69M 0.77%
40,679
-1,865
45
$1.65M 0.75%
20,866
-4,404
46
$1.59M 0.73%
26,538
-2,489
47
$1.44M 0.66%
14,663
+549
48
$1.37M 0.63%
85,471
+44,899
49
$1.34M 0.61%
229,866
+128,607
50
$1.33M 0.61%
10,150
-21,108
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