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
$345M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.07M
3
+$3.71M
4
UPBD icon
Upbound Group
UPBD
+$3.1M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.11M

Top Sells

1
+$3.47M
2
+$3.17M
3
+$2.47M
4
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.14M
5
CRM icon
Salesforce
CRM
+$2.14M

Sector Composition

1 Technology 23.65%
2 Healthcare 11.5%
3 Communication Services 8.75%
4 Real Estate 7.48%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 1.3%
123,210
+2,840
27
$4.44M 1.29%
16,951
+531
28
$4.43M 1.29%
17,441
-12
29
$4.36M 1.27%
79,430
+407
30
$4.3M 1.25%
235,216
+800
31
$4.26M 1.24%
12,595
-109
32
$4.15M 1.2%
41,227
-351
33
$4.07M 1.18%
+202,808
34
$4.05M 1.18%
24,337
-1,715
35
$3.8M 1.1%
12,199
-6,474
36
$3.77M 1.09%
262,773
-5,204
37
$3.76M 1.09%
16,635
-335
38
$3.71M 1.08%
+261,081
39
$3.68M 1.07%
24,733
+601
40
$3.56M 1.03%
242,055
+90,049
41
$3.55M 1.03%
86,829
-3,225
42
$3.45M 1%
23,506
-390
43
$3.42M 0.99%
11,622
-239
44
$3.34M 0.97%
30,685
+408
45
$3.32M 0.96%
144,417
+2,014
46
$3.25M 0.94%
80,480
+109
47
$3.25M 0.94%
19,668
-107
48
$3.25M 0.94%
23,425
-59
49
$3.21M 0.93%
182,232
-468
50
$3.1M 0.9%
+103,628
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