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
$270M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.84M
3
+$1.76M
4
NKE icon
Nike
NKE
+$861K
5
BTI icon
British American Tobacco
BTI
+$820K

Top Sells

1
+$2.17M
2
+$1.95M
3
+$1.87M
4
RAI
Reynolds American Inc
RAI
+$1.57M
5
MO icon
Altria Group
MO
+$1.06M

Sector Composition

1 Financials 16.15%
2 Communication Services 13.59%
3 Technology 13.16%
4 Industrials 12.35%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.78%
53,281
-502
52
$2.09M 0.78%
21,697
-82
53
$2.09M 0.77%
33,987
+285
54
$2.04M 0.76%
21,267
+1,478
55
$2.02M 0.75%
34,969
+499
56
$2.01M 0.75%
108,405
+1,064
57
$1.95M 0.72%
14,856
+516
58
$1.89M 0.7%
32,162
+3,629
59
$1.88M 0.7%
5,141
+57
60
$1.88M 0.7%
76,210
+1,400
61
$1.84M 0.68%
+18,061
62
$1.76M 0.65%
+27,667
63
$1.74M 0.64%
68,023
+5,376
64
$1.51M 0.56%
97,896
+8,636
65
$1.49M 0.55%
9,665
+565
66
$1.49M 0.55%
18,159
+68
67
$1.37M 0.51%
18,347
+2,361
68
$1.32M 0.49%
104,050
-812
69
$1.32M 0.49%
14,521
+853
70
$1.3M 0.48%
20,484
+1,220
71
$1.3M 0.48%
13,650
+226
72
$1.23M 0.46%
47,704
+257
73
$1.2M 0.45%
35,022
-13,300
74
$1.18M 0.44%
19,147
+432
75
$1.14M 0.42%
7,716
+931
1 2
3
4 5