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
$257M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.69M
4
UPS icon
United Parcel Service
UPS
+$3.58M
5
QCOM icon
Qualcomm
QCOM
+$3.57M

Top Sells

1
+$5.88M
2
+$4.86M
3
+$3.65M
4
WEN icon
Wendy's
WEN
+$3.6M
5
DIS icon
Walt Disney
DIS
+$3.56M

Sector Composition

1 Technology 16.31%
2 Healthcare 13.69%
3 Communication Services 10.24%
4 Real Estate 8.08%
5 Financials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.44%
+82,156
27
$3.67M 1.43%
29,886
-271
28
$3.58M 1.39%
+38,281
29
$3.57M 1.39%
+52,724
30
$3.54M 1.38%
25,492
+2,972
31
$3.53M 1.37%
43,939
-954
32
$3.45M 1.34%
+26,347
33
$3.45M 1.34%
254,531
+50,720
34
$3.3M 1.29%
43,558
+1,958
35
$3.23M 1.26%
+54,445
36
$3.1M 1.21%
+58,682
37
$3.04M 1.19%
12,206
-550
38
$3.01M 1.17%
12,445
-7,677
39
$2.87M 1.12%
30,185
-623
40
$2.8M 1.09%
88,602
-4,461
41
$2.78M 1.08%
+23,164
42
$2.74M 1.07%
373,850
+68,313
43
$2.73M 1.06%
157,732
+4,989
44
$2.69M 1.05%
195,588
+41,237
45
$2.47M 0.96%
+79,976
46
$2.42M 0.94%
12,443
-128
47
$2.4M 0.93%
20,381
+402
48
$2.38M 0.93%
33,708
-1,775
49
$2.21M 0.86%
+18,780
50
$2.21M 0.86%
87,659
+6,330
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