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
$311M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.8M
3
+$3.64M
4
CSCO icon
Cisco
CSCO
+$3.47M
5
VIRT icon
Virtu Financial
VIRT
+$3.36M

Top Sells

1
+$4.07M
2
+$3.87M
3
+$3.3M
4
GIS icon
General Mills
GIS
+$3.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.21M

Sector Composition

1 Technology 21.62%
2 Healthcare 12.56%
3 Communication Services 8.94%
4 Financials 8.64%
5 Real Estate 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.32%
17,453
-4,317
27
$3.88M 1.25%
79,023
-3,133
28
$3.88M 1.25%
41,578
-2,361
29
$3.8M 1.22%
+120,370
30
$3.76M 1.21%
12,704
+259
31
$3.73M 1.2%
16,420
+6,038
32
$3.72M 1.2%
267,977
+13,446
33
$3.72M 1.2%
452,158
+78,308
34
$3.64M 1.17%
+16,970
35
$3.59M 1.15%
90,054
+1,452
36
$3.47M 1.11%
+74,336
37
$3.47M 1.11%
53,354
-1,091
38
$3.44M 1.11%
33,846
-4,830
39
$3.43M 1.1%
182,700
+24,968
40
$3.4M 1.09%
23,896
-1,596
41
$3.39M 1.09%
24,132
-2,215
42
$3.36M 1.08%
+142,403
43
$3.19M 1.03%
80,371
+395
44
$3.17M 1.02%
+44,068
45
$3.11M 1%
23,484
+320
46
$3.01M 0.97%
30,834
+649
47
$2.96M 0.95%
211,146
+15,558
48
$2.85M 0.92%
+29,010
49
$2.77M 0.89%
30,277
-21,370
50
$2.71M 0.87%
19,775
-606
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