IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 1.1%
536,032
+15,063
27
$10.2M 1.09%
57,959
-9,664
28
$9.81M 1.05%
12,586
+241
29
$9.79M 1.04%
35,528
+13,196
30
$9.36M 1%
100,928
+4,532
31
$8.67M 0.92%
193,464
+6,682
32
$7.97M 0.85%
28,559
+724
33
$7.96M 0.85%
84,804
+23,033
34
$7.85M 0.84%
141,706
+3,134
35
$7.76M 0.83%
180,528
+3,766
36
$7.48M 0.8%
67,426
-661
37
$7.36M 0.79%
78,909
+8,908
38
$7.26M 0.77%
+91,716
39
$7.25M 0.77%
99,201
+5,598
40
$7.23M 0.77%
85,379
+3,194
41
$7.22M 0.77%
50,398
+2,758
42
$7.22M 0.77%
234,636
+8,716
43
$7.2M 0.77%
41,328
+2,709
44
$7.19M 0.77%
13,041
+130
45
$7.13M 0.76%
53,230
+3,050
46
$7.02M 0.75%
11,368
+2,563
47
$6.97M 0.74%
+105,700
48
$6.94M 0.74%
46,383
+3,704
49
$6.93M 0.74%
+226,525
50
$6.64M 0.71%
64,932
+6,839
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