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
$285M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.81M
3
+$3.34M
4
CMCSA icon
Comcast
CMCSA
+$3.34M
5
CELG
Celgene Corp
CELG
+$2.91M

Top Sells

1
+$30M
2
+$4.42M
3
+$3.51M
4
CME icon
CME Group
CME
+$3.34M
5
HON icon
Honeywell
HON
+$3.11M

Sector Composition

1 Technology 14.21%
2 Energy 9%
3 Healthcare 8.87%
4 Real Estate 8.73%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.86%
365,461
+135,595
52
$2.42M 0.85%
+52,347
53
$2.34M 0.82%
29,038
+17,743
54
$2.34M 0.82%
245,447
+148,996
55
$2.27M 0.8%
+12,438
56
$2.2M 0.77%
164,687
+116,274
57
$2.2M 0.77%
102,833
+56,227
58
$2.16M 0.76%
69,423
+41,012
59
$2.15M 0.75%
10,699
-4,724
60
$2.13M 0.75%
+11,213
61
$2.11M 0.74%
+33,144
62
$2.07M 0.73%
98,803
+42,810
63
$2.06M 0.72%
+29,114
64
$1.99M 0.7%
134,448
+60,696
65
$1.99M 0.7%
78,888
-4,302
66
$1.98M 0.69%
+123,198
67
$1.96M 0.69%
+153,116
68
$1.88M 0.66%
129,388
-28,843
69
$1.81M 0.63%
+10,716
70
$1.76M 0.62%
+13,590
71
$1.72M 0.6%
+48,010
72
$1.63M 0.57%
21,976
+8,022
73
$1.61M 0.56%
+24,097
74
$1.6M 0.56%
+15,915
75
$1.6M 0.56%
+18,983
1 2
3
4 5