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
$301M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.49M
3
+$3.08M
4
ACN icon
Accenture
ACN
+$2.8M
5
STAG icon
STAG Industrial
STAG
+$2.17M

Top Sells

1
+$5.03M
2
+$4.41M
3
+$4.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.08M
5
ADBE icon
Adobe
ADBE
+$3.56M

Sector Composition

1 Technology 15.61%
2 Energy 9.45%
3 Real Estate 8.66%
4 Healthcare 8.45%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.73M 0.91%
172,263
+2,830
52
$2.7M 0.9%
389,213
-2,192
53
$2.51M 0.83%
114,387
+1,817
54
$2.48M 0.82%
20,938
+1,610
55
$2.36M 0.78%
19,298
+1,432
56
$2.29M 0.76%
18,410
+167
57
$2.25M 0.75%
61,268
+1,095
58
$2.23M 0.74%
50,848
-385
59
$2.17M 0.72%
+73,738
60
$2.11M 0.7%
10,076
-221
61
$2.1M 0.7%
255,212
+14,972
62
$2.09M 0.69%
12,490
+131
63
$2.09M 0.69%
25,482
+438
64
$2.06M 0.69%
81,387
+661
65
$2.05M 0.68%
142,483
+8,953
66
$2.04M 0.68%
140,988
+6,300
67
$2M 0.66%
+41,600
68
$1.95M 0.65%
26,438
-928
69
$1.82M 0.6%
19,369
+282
70
$1.74M 0.58%
44,348
+1,026
71
$1.73M 0.57%
115,063
-3,958
72
$1.71M 0.57%
49,562
+921
73
$1.69M 0.56%
11,190
-206
74
$1.51M 0.5%
+72,721
75
$1.5M 0.5%
32,920
+722
1 2
3
4 5