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
$257M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.69M
4
UPS icon
United Parcel Service
UPS
+$3.58M
5
QCOM icon
Qualcomm
QCOM
+$3.57M

Top Sells

1
+$5.88M
2
+$4.86M
3
+$3.65M
4
WEN icon
Wendy's
WEN
+$3.6M
5
DIS icon
Walt Disney
DIS
+$3.56M

Sector Composition

1 Technology 16.31%
2 Healthcare 13.69%
3 Communication Services 10.24%
4 Real Estate 8.08%
5 Financials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.78%
22,037
+3,713
52
$2M 0.78%
+26,726
53
$1.96M 0.76%
107,032
+38,958
54
$1.95M 0.76%
67,969
+6,034
55
$1.94M 0.76%
+10,773
56
$1.89M 0.74%
39,152
+25,830
57
$1.88M 0.73%
+134,608
58
$1.84M 0.72%
392,876
-11,553
59
$1.83M 0.71%
286,766
+27,445
60
$1.82M 0.71%
138,242
+14,310
61
$1.82M 0.71%
83,436
+10,917
62
$1.8M 0.7%
80,169
+5,257
63
$1.8M 0.7%
129,123
-6,694
64
$1.73M 0.67%
+10,382
65
$1.67M 0.65%
+30,898
66
$1.65M 0.64%
14,630
+1,290
67
$1.64M 0.64%
122,499
+5,727
68
$1.56M 0.61%
41,301
+2,847
69
$1.55M 0.6%
+109,689
70
$1.38M 0.54%
141,787
+25,814
71
$1.26M 0.49%
57,965
-4,547
72
$1.25M 0.49%
45,083
+2,341
73
$1.22M 0.47%
104,183
+33,556
74
$1.2M 0.47%
125,180
+12,774
75
$1.08M 0.42%
14,604
+198
1 2
3
4 5