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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.34%
53,965
-884
27
$5.79M 1.31%
94,461
-1,272
28
$5.69M 1.29%
92,542
+3,841
29
$5.62M 1.27%
65,468
+438
30
$5.2M 1.17%
72,052
+5,253
31
$4.92M 1.11%
151,900
+23,004
32
$4.88M 1.1%
20,757
+5,347
33
$4.82M 1.09%
42,720
-1,679
34
$4.52M 1.02%
13,007
-8
35
$4.47M 1.01%
50,652
-1,826
36
$4.17M 0.94%
+197,118
37
$4M 0.9%
28,390
+247
38
$3.88M 0.88%
94,545
+8,182
39
$3.63M 0.82%
26,787
-975
40
$3.59M 0.81%
41,078
-340
41
$3.48M 0.79%
49,914
-1,642
42
$3.45M 0.78%
12,929
+150
43
$3.41M 0.77%
45,297
-220
44
$3.4M 0.77%
26,245
-30
45
$3.35M 0.76%
30,343
-255
46
$3.26M 0.74%
106,715
-11,778
47
$3.18M 0.72%
98,546
-4,394
48
$3.02M 0.68%
48,389
-278
49
$2.86M 0.65%
45,105
-2,338
50
$2.85M 0.64%
40,234
-1,471
1
2
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