IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.73M
3
+$5.92M
4
UBER icon
Uber
UBER
+$5.1M
5
DOC icon
Healthpeak Properties
DOC
+$5.06M

Top Sells

1
+$7.53M
2
+$7.27M
3
+$7.19M
4
ELF icon
e.l.f. Beauty
ELF
+$5.52M
5
BKNG icon
Booking.com
BKNG
+$5.07M

Sector Composition

1 Technology 29.26%
2 Financials 20.13%
3 Energy 9.77%
4 Communication Services 8.32%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.67M 1.28%
16,784
-4,871
27
$9.31M 1.23%
60,618
+1,442
28
$8.67M 1.15%
27,835
+872
29
$8.58M 1.14%
+105,036
30
$8.47M 1.12%
68,087
+6,359
31
$8.39M 1.11%
96,396
+163
32
$7.97M 1.05%
47,640
+1,216
33
$7.53M 1%
106,241
-135
34
$7.31M 0.97%
225,920
+2,699
35
$7.27M 0.96%
176,762
+981
36
$7.23M 0.96%
93,603
+126
37
$7.12M 0.94%
186,782
+2,289
38
$6.73M 0.89%
+40,168
39
$6.61M 0.87%
161,423
+635
40
$6.51M 0.86%
82,185
+722
41
$6.21M 0.82%
25,299
+4,370
42
$6.05M 0.8%
12,911
+550
43
$6.02M 0.8%
11,310
+1,561
44
$6.02M 0.8%
296,437
+15,283
45
$5.97M 0.79%
42,679
+807
46
$5.92M 0.78%
+22,332
47
$5.79M 0.77%
61,771
+99
48
$5.74M 0.76%
138,572
+13,980
49
$5.53M 0.73%
38,619
+671
50
$5.44M 0.72%
166,801
+2,355
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