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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.9M 1.08%
347,350
+312,965
27
$6.72M 1.05%
94,866
-7,479
28
$6.67M 1.04%
42,616
-21,763
29
$6.51M 1.02%
+46,114
30
$6.41M 1%
+87,974
31
$6.39M 1%
38,749
-9,335
32
$6.12M 0.96%
+199,881
33
$6.07M 0.95%
118,681
+24,136
34
$5.8M 0.91%
6,826
+6,110
35
$5.52M 0.86%
+10,916
36
$5.47M 0.85%
+33,743
37
$5.39M 0.84%
+62,319
38
$5.12M 0.8%
82,584
+42,350
39
$5.01M 0.78%
+56,065
40
$4.82M 0.75%
31,669
+5,135
41
$4.75M 0.74%
+178,027
42
$4.68M 0.73%
+37,764
43
$4.62M 0.72%
25,167
+18,406
44
$4.53M 0.71%
+37,861
45
$4.46M 0.7%
+114,890
46
$4.24M 0.66%
+167,210
47
$4.16M 0.65%
+21,397
48
$4.14M 0.65%
+6,135
49
$4.04M 0.63%
25,409
-2,316
50
$3.99M 0.62%
110,530
+11,984
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