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
$383M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.81M
3
+$3.04M
4
QRVO icon
Qorvo
QRVO
+$2.61M
5
CVX icon
Chevron
CVX
+$2.6M

Top Sells

1
+$3.32M
2
+$2.9M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
WMB icon
Williams Companies
WMB
+$1.99M

Sector Composition

1 Technology 25.17%
2 Healthcare 10.22%
3 Communication Services 7.99%
4 Real Estate 7.22%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.78M 1.25%
88,179
-4,214
27
$4.71M 1.23%
17,238
+287
28
$4.71M 1.23%
80,777
+1,347
29
$4.65M 1.21%
17,806
+1,171
30
$4.42M 1.15%
12,607
+408
31
$4.37M 1.14%
211,301
+8,493
32
$4.36M 1.14%
12,221
-374
33
$4.31M 1.12%
236,436
+1,220
34
$4.25M 1.11%
27,026
+2,293
35
$4.18M 1.09%
41,991
+764
36
$4.08M 1.07%
17,746
+305
37
$4.05M 1.06%
105,827
+2,199
38
$4.01M 1.05%
265,545
+2,772
39
$3.99M 1.04%
+273,356
40
$3.98M 1.04%
24,999
+662
41
$3.97M 1.04%
89,709
+2,880
42
$3.94M 1.03%
83,648
+3,168
43
$3.93M 1.03%
257,438
+15,383
44
$3.81M 0.99%
+34,924
45
$3.72M 0.97%
252,607
-8,474
46
$3.61M 0.94%
24,372
+947
47
$3.54M 0.92%
32,302
+1,617
48
$3.5M 0.91%
78,157
+4,855
49
$3.46M 0.9%
158,736
-23,496
50
$3.41M 0.89%
106,657
+6,238
1
2
3 4 5