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
$285M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.81M
3
+$3.34M
4
CMCSA icon
Comcast
CMCSA
+$3.34M
5
CELG
Celgene Corp
CELG
+$2.91M

Top Sells

1
+$30M
2
+$4.42M
3
+$3.51M
4
CME icon
CME Group
CME
+$3.34M
5
HON icon
Honeywell
HON
+$3.11M

Sector Composition

1 Technology 14.21%
2 Energy 9%
3 Healthcare 8.87%
4 Real Estate 8.73%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.32%
32,131
+9,737
27
$3.72M 1.3%
34,011
+6,654
28
$3.34M 1.17%
+77,795
29
$3.25M 1.14%
25,351
+2,387
30
$3.1M 1.09%
43,139
+945
31
$2.96M 1.04%
33,549
-7,761
32
$2.94M 1.03%
45,990
+19,452
33
$2.91M 1.02%
+30,889
34
$2.89M 1.01%
15,880
-4,938
35
$2.85M 1%
97,584
-3,561
36
$2.77M 0.97%
95,363
+10,644
37
$2.7M 0.95%
+135,560
38
$2.7M 0.95%
+33,659
39
$2.68M 0.94%
+199,058
40
$2.67M 0.94%
37,106
+5,007
41
$2.67M 0.94%
+51,615
42
$2.67M 0.94%
41,818
+19,356
43
$2.59M 0.91%
+78,358
44
$2.56M 0.9%
138,253
+52,782
45
$2.53M 0.89%
29,541
+936
46
$2.53M 0.89%
+23,486
47
$2.51M 0.88%
+125,392
48
$2.48M 0.87%
59,027
+9,649
49
$2.47M 0.87%
20,773
+9,334
50
$2.47M 0.86%
40,674
+4,708
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