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
$393M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$21.9M
3
+$19.1M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
OKE icon
Oneok
OKE
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.77%
2 Financials 12.77%
3 Energy 11.55%
4 Real Estate 8.77%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 1.39%
+290,995
27
$5.42M 1.38%
+110,133
28
$4.93M 1.26%
+1,600
29
$4.82M 1.23%
+8,968
30
$4.72M 1.2%
+216,836
31
$4.7M 1.2%
+50,531
32
$4.68M 1.19%
+9,274
33
$4.66M 1.19%
+62,212
34
$4.58M 1.17%
+8,980
35
$4.29M 1.09%
+210,027
36
$4.09M 1.04%
+36,411
37
$4M 1.02%
+308,369
38
$3.98M 1.01%
+136,847
39
$3.65M 0.93%
+33,236
40
$3.43M 0.87%
+29,210
41
$3.27M 0.83%
+14,863
42
$3.27M 0.83%
+14,324
43
$3.18M 0.81%
+8,170
44
$3.12M 0.79%
+90,501
45
$3.05M 0.78%
+25,235
46
$3.02M 0.77%
+22,883
47
$2.82M 0.72%
+49,266
48
$2.49M 0.63%
+24,199
49
$2.48M 0.63%
+19,500
50
$2.47M 0.63%
+7,043
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