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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 1.08%
52,011
+1,416
27
$6.1M 1.08%
45,054
+4,822
28
$5.99M 1.06%
27,654
-973
29
$5.83M 1.03%
157,123
+4,209
30
$5.71M 1.01%
+234,859
31
$5.67M 1%
27,179
-158
32
$5.5M 0.97%
67,962
-100
33
$5.41M 0.96%
31,164
+1,397
34
$5.14M 0.91%
+118,535
35
$4.93M 0.87%
+189,222
36
$4.77M 0.85%
26,993
-170
37
$4.76M 0.84%
21,160
+1,315
38
$4.72M 0.83%
483,243
-115,202
39
$4.7M 0.83%
39,074
+482
40
$4.7M 0.83%
+199,389
41
$4.68M 0.83%
13,033
-81
42
$4.68M 0.83%
97,642
-262
43
$4.66M 0.83%
13,236
+582
44
$4.62M 0.82%
8,142
+127
45
$4.53M 0.8%
+120,301
46
$4.51M 0.8%
191,003
+2,702
47
$4.47M 0.79%
27,464
+1,182
48
$4.36M 0.77%
60,125
+3,704
49
$4.33M 0.77%
52,174
+1,987
50
$4.32M 0.76%
60,050
+41,400
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