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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.77M 0.94%
125,591
-10,900
27
$9.18M 0.88%
542,040
+6,008
28
$8.96M 0.86%
33,166
-2,362
29
$8.61M 0.83%
30,843
+1,520
30
$8.33M 0.8%
182,148
+1,620
31
$8.13M 0.78%
82,998
+4,089
32
$8.13M 0.78%
28,801
+242
33
$8.06M 0.77%
47,186
+803
34
$8.05M 0.77%
+48,125
35
$8.03M 0.77%
84,374
-430
36
$7.99M 0.77%
86,520
+1,141
37
$7.98M 0.76%
230,082
+3,557
38
$7.91M 0.76%
50,968
+570
39
$7.87M 0.75%
13,113
+72
40
$7.83M 0.75%
93,249
+1,533
41
$7.82M 0.75%
+22,642
42
$7.8M 0.75%
25,928
+1,236
43
$7.24M 0.69%
41,899
+571
44
$7.06M 0.68%
99,448
+247
45
$6.97M 0.67%
196,421
+2,957
46
$6.97M 0.67%
10,463
-905
47
$6.74M 0.65%
+34,370
48
$6.72M 0.64%
23,806
-40,190
49
$6.57M 0.63%
325,168
+5,701
50
$6.5M 0.62%
+78,003
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