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
$460K
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.77K
2
+$3.39K
3
+$2.64K
4
NFLX icon
Netflix
NFLX
+$2.42K
5
LMT icon
Lockheed Martin
LMT
+$567

Top Sells

1
+$40.8M
2
+$26.2M
3
+$21.4M
4
AVGO icon
Broadcom
AVGO
+$20.6M
5
OKE icon
Oneok
OKE
+$12.1M

Sector Composition

1 Technology 33.81%
2 Financials 14%
3 Energy 11.44%
4 Communication Services 10.15%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25K 1.36%
37
-37,090
27
$5.96K 1.3%
10
-8,970
28
$5.82K 1.27%
330
-31,839
29
$5.74K 1.25%
10
-8,958
30
$5.42K 1.18%
81
-4,559
31
$5.37K 1.17%
15
-7,500
32
$5.33K 1.16%
13
-17,245
33
$5.19K 1.13%
36
-33,200
34
$5.1K 1.11%
113
-110,020
35
$5.09K 1.11%
63
-62,149
36
$5.06K 1.1%
83
-49,183
37
$5.02K 1.09%
10
-9,264
38
$4.77K 1.04%
+173
39
$4.64K 1.01%
35
-36,376
40
$4.42K 0.96%
34
-3,130
41
$4.35K 0.95%
69
-37,832
42
$4.25K 0.92%
133
-136,714
43
$4.02K 0.87%
157
-11,311
44
$3.99K 0.87%
9
-8,161
45
$3.87K 0.84%
11
-21,582
46
$3.68K 0.8%
26
-22,857
47
$3.49K 0.76%
89
-90,412
48
$3.48K 0.76%
26
-25,209
49
$3.45K 0.75%
21
-19,168
50
$3.44K 0.75%
22
-41,821
1
2
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