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
$301M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.49M
3
+$3.08M
4
ACN icon
Accenture
ACN
+$2.8M
5
STAG icon
STAG Industrial
STAG
+$2.17M

Top Sells

1
+$5.03M
2
+$4.41M
3
+$4.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.08M
5
ADBE icon
Adobe
ADBE
+$3.56M

Sector Composition

1 Technology 15.61%
2 Energy 9.45%
3 Real Estate 8.66%
4 Healthcare 8.45%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 1.27%
44,757
+266
27
$3.66M 1.21%
26,331
+234
28
$3.66M 1.21%
45,530
+43,488
29
$3.61M 1.2%
181,133
+9,527
30
$3.58M 1.19%
36,004
+323
31
$3.54M 1.17%
63,761
+2,119
32
$3.32M 1.1%
25,920
-6,207
33
$3.3M 1.1%
45,225
+577
34
$3.24M 1.07%
54,042
+2,435
35
$3.21M 1.07%
30,990
-557
36
$3.08M 1.02%
+28,729
37
$3.06M 1.02%
23,502
+12,394
38
$3.06M 1.01%
34,433
+690
39
$2.98M 0.99%
90,120
-1,455
40
$2.93M 0.97%
149,945
+2,920
41
$2.92M 0.97%
22,486
+305
42
$2.89M 0.96%
13,291
-197
43
$2.88M 0.96%
286,523
+11,030
44
$2.87M 0.95%
14,617
-183
45
$2.85M 0.95%
138,496
+2,572
46
$2.84M 0.94%
14,785
+14,546
47
$2.84M 0.94%
62,433
+2,002
48
$2.83M 0.94%
98,941
+2,148
49
$2.8M 0.93%
42,222
+915
50
$2.75M 0.91%
192,183
+10,680
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