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
$219M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$3.51M
3
+$3.25M
4
LOW icon
Lowe's Companies
LOW
+$2.53M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$2.1M

Top Sells

1
+$5.18M
2
+$4.45M
3
+$4.24M
4
BBY icon
Best Buy
BBY
+$4.18M
5
GD icon
General Dynamics
GD
+$4.01M

Sector Composition

1 Technology 13.44%
2 Financials 10.79%
3 Communication Services 7.78%
4 Industrials 7.04%
5 Real Estate 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.6%
22,462
+12,086
52
$1.22M 0.56%
+11,439
53
$1.13M 0.52%
55,993
+31,424
54
$1.1M 0.5%
10,050
-27
55
$1.05M 0.48%
53,285
+30,577
56
$1.04M 0.48%
+11,295
57
$1.04M 0.47%
73,752
+38,257
58
$1.03M 0.47%
+41,482
59
$916K 0.42%
65,499
-23,678
60
$899K 0.41%
+13,954
61
$847K 0.39%
+46,606
62
$804K 0.37%
96,451
-87
63
$796K 0.36%
+23,375
64
$738K 0.34%
+28,411
65
$596K 0.27%
48,413
+24,730
66
$516K 0.24%
45,939
-19,643
67
$434K 0.2%
+9,934
68
$401K 0.18%
+22,330
69
$358K 0.16%
27,128
-13,563
70
$347K 0.16%
+41,868
71
$293K 0.13%
+16,890
72
$275K 0.13%
+21,954
73
– –
-29,879
74
– –
-12,947
75
– –
-52,022
1 2
3
4 5