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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.66M 1.09%
14,494
+998
27
$5.49M 1.06%
188,858
+6,659
28
$5.43M 1.05%
152,914
+5,080
29
$5.26M 1.01%
107,488
+2,827
30
$5.13M 0.99%
+50,595
31
$5.08M 0.98%
296,317
+5,784
32
$5M 0.96%
68,062
+13
33
$4.77M 0.92%
29,462
+14,588
34
$4.75M 0.91%
122,425
-1,110
35
$4.74M 0.91%
8,294
+132
36
$4.74M 0.91%
27,337
+438
37
$4.62M 0.89%
11,189
+316
38
$4.61M 0.89%
8,015
+112
39
$4.57M 0.88%
182,529
+2,408
40
$4.56M 0.88%
13,114
-362
41
$4.48M 0.86%
29,767
+1,443
42
$4.43M 0.85%
159,097
-9,168
43
$4.36M 0.84%
118,527
+4,222
44
$4.34M 0.84%
40,232
+3,072
45
$4.31M 0.83%
38,592
+1,551
46
$4.3M 0.83%
48,919
-2,737
47
$4.28M 0.82%
50,187
+2,782
48
$4.22M 0.81%
19,845
+214
49
$3.94M 0.76%
26,282
+3,835
50
$3.94M 0.76%
6,323
+571
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2
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