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
$365M
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$20.7M
3
+$13.7M
4
SAN icon
Banco Santander
SAN
+$11.8M
5
AXP icon
American Express
AXP
+$11.5M

Top Sells

1
+$201M
2
+$87.8M
3
+$43.5M
4
CAT icon
Caterpillar
CAT
+$35.8M
5
AVGO icon
Broadcom
AVGO
+$33.9M

Sector Composition

1 Financials 22.63%
2 Technology 15.24%
3 Communication Services 11.65%
4 Healthcare 11.54%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 1.5%
23,503
-2,260
27
$4.92M 1.35%
47,927
+11,159
28
$4.91M 1.34%
+45,048
29
$4.91M 1.34%
26,039
+25,231
30
$4.55M 1.25%
110,760
+103,909
31
$4.5M 1.23%
17,208
-768,707
32
$4.49M 1.23%
4,724
+4,672
33
$4.45M 1.22%
5,021
+4,676
34
$4.44M 1.22%
11,566
+11,490
35
$4.24M 1.16%
50,702
-67,979
36
$4.22M 1.16%
1,002
-8,493
37
$4.2M 1.15%
126,514
-32,959
38
$4.2M 1.15%
9,118
-190,763
39
$4.18M 1.14%
30,546
+29,131
40
$3.99M 1.09%
92,064
+90,699
41
$3.98M 1.09%
28,582
+27,692
42
$3.49M 0.96%
7,050
-87,816
43
$3.13M 0.86%
11,542
-9,855
44
$2.92M 0.8%
9,652
-64,798
45
$2.8M 0.77%
38,253
+36,733
46
$2.67M 0.73%
29,918
+29,893
47
$2.11M 0.58%
23,965
+21,796
48
$1.91M 0.52%
154,450
+154,432
49
$1.63M 0.44%
12,000
+11,524
50
$1.62M 0.44%
16,538
+13,677
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