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
$369M
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.4M
4
CVX icon
Chevron
CVX
+$11.5M
5
NVDA icon
NVIDIA
NVDA
+$11.2M

Top Sells

1
+$9.78K
2
+$9.22K
3
+$6.64K
4
BKNG icon
Booking.com
BKNG
+$6.63K
5
AMD icon
Advanced Micro Devices
AMD
+$6.56K

Sector Composition

1 Technology 20.92%
2 Energy 19.04%
3 Healthcare 14.43%
4 Financials 11.87%
5 Real Estate 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 1.57%
+94,461
27
$5.69M 1.54%
+92,542
28
$5.62M 1.52%
65,468
+65,405
29
$4.92M 1.33%
151,900
+151,767
30
$4.88M 1.32%
18,402
+18,389
31
$4.82M 1.31%
42,720
+42,685
32
$4.52M 1.23%
13,007
+12,994
33
$4.47M 1.21%
50,652
+50,597
34
$4.17M 1.13%
+197,118
35
$4M 1.08%
28,390
+28,349
36
$3.88M 1.05%
94,545
+94,432
37
$3.63M 0.98%
+26,787
38
$3.48M 0.94%
49,914
+49,862
39
$3.45M 0.94%
12,929
+12,910
40
$3.4M 0.92%
+26,245
41
$3.35M 0.91%
30,343
+30,338
42
$3.18M 0.86%
98,546
+98,457
43
$3.02M 0.82%
48,389
+48,384
44
$2.86M 0.78%
+45,105
45
$2.85M 0.77%
40,234
+40,165
46
$2.8M 0.76%
8,311
+8,301
47
$2.74M 0.74%
98,838
+98,824
48
$2.66M 0.72%
26,534
+26,508
49
$2.55M 0.69%
+175,983
50
$2.54M 0.69%
+47,113
1
2
3 4 5