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
$345M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.07M
3
+$3.71M
4
UPBD icon
Upbound Group
UPBD
+$3.1M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.11M

Top Sells

1
+$3.47M
2
+$3.17M
3
+$2.47M
4
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.14M
5
CRM icon
Salesforce
CRM
+$2.14M

Sector Composition

1 Technology 23.65%
2 Healthcare 11.5%
3 Communication Services 8.75%
4 Real Estate 7.48%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.85%
202,628
-8,518
52
$2.9M 0.84%
28,089
-2,745
53
$2.89M 0.84%
73,302
-1,034
54
$2.83M 0.82%
34,978
+1,148
55
$2.77M 0.8%
100,419
+76,464
56
$2.72M 0.79%
96,680
-3,231
57
$2.66M 0.77%
30,319
+1,309
58
$2.44M 0.71%
29,342
-2,720
59
$2.38M 0.69%
132,657
-231
60
$2.38M 0.69%
77,891
-2,042
61
$2.18M 0.63%
19,716
-338
62
$2.17M 0.63%
69,494
+1,331
63
$2.08M 0.6%
80,231
-5,324
64
$2.06M 0.6%
10,456
-88
65
$1.99M 0.58%
101,027
-1,082
66
$1.92M 0.56%
15,318
-79
67
$1.8M 0.52%
15,515
+466
68
$1.77M 0.51%
+22,838
69
$1.74M 0.5%
387,201
+2,170
70
$1.67M 0.49%
156,724
-5,659
71
$1.65M 0.48%
10,018
-74
72
$1.6M 0.46%
67,333
-47
73
$1.58M 0.46%
+24,867
74
$1.48M 0.43%
+11,732
75
$1.4M 0.41%
14,962
+2,368
1 2
3
4 5