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
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$39.5M
3
+$28.4M
4
WMB icon
Williams Companies
WMB
+$18.3M
5
OKE icon
Oneok
OKE
+$18M

Top Sells

1
+$645M
2
+$36.7M
3
+$29M
4
APP icon
Applovin
APP
+$28.1M
5
NFLX icon
Netflix
NFLX
+$24.8M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.98M 1.06%
+11,635
27
$8.91M 1.05%
+142,217
28
$8.65M 1.02%
+14,756
29
$7.63M 0.9%
106,376
+99,326
30
$7.63M 0.9%
175,781
+157,125
31
$7.58M 0.89%
+66,750
32
$7.39M 0.87%
+11,625
33
$7.39M 0.87%
+96,233
34
$7.27M 0.86%
+63,548
35
$7.22M 0.85%
+41,872
36
$7.21M 0.85%
223,221
+214,103
37
$7.19M 0.85%
+191,555
38
$7.04M 0.83%
+160,788
39
$7.03M 0.83%
26,963
+3,460
40
$6.73M 0.79%
+37,948
41
$6.72M 0.79%
46,424
-12,225
42
$6.59M 0.78%
+93,477
43
$6.58M 0.78%
184,493
+57,979
44
$6.32M 0.74%
+12,361
45
$6.3M 0.74%
+61,728
46
$6.02M 0.71%
+49,480
47
$5.61M 0.66%
+50,764
48
$5.52M 0.65%
+43,962
49
$5.5M 0.65%
+124,592
50
$5.48M 0.64%
+61,672
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