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
$311M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.8M
3
+$3.64M
4
CSCO icon
Cisco
CSCO
+$3.47M
5
VIRT icon
Virtu Financial
VIRT
+$3.36M

Top Sells

1
+$4.07M
2
+$3.87M
3
+$3.3M
4
GIS icon
General Mills
GIS
+$3.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.21M

Sector Composition

1 Technology 21.62%
2 Healthcare 12.56%
3 Communication Services 8.94%
4 Financials 8.64%
5 Real Estate 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.86%
99,911
-7,121
52
$2.67M 0.86%
33,830
+122
53
$2.56M 0.82%
11,861
-582
54
$2.47M 0.79%
+14,192
55
$2.45M 0.79%
+32,062
56
$2.34M 0.75%
79,933
-236
57
$2.33M 0.75%
132,888
-1,720
58
$2.15M 0.69%
20,054
-1,983
59
$2.15M 0.69%
152,006
+13,764
60
$2.14M 0.69%
290,408
+3,642
61
$2.14M 0.69%
+11,408
62
$2.13M 0.69%
85,555
+2,119
63
$2.06M 0.66%
68,163
+194
64
$1.98M 0.64%
+24,289
65
$1.94M 0.62%
102,109
-7,580
66
$1.94M 0.62%
127,938
-1,185
67
$1.93M 0.62%
385,031
-7,845
68
$1.78M 0.57%
+10,544
69
$1.74M 0.56%
15,049
+419
70
$1.71M 0.55%
+67,380
71
$1.66M 0.53%
162,383
+20,596
72
$1.63M 0.52%
+17,817
73
$1.51M 0.48%
+15,397
74
$1.46M 0.47%
+10,092
75
$1.41M 0.45%
120,135
+15,952
1 2
3
4 5