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
$383M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.81M
3
+$3.04M
4
QRVO icon
Qorvo
QRVO
+$2.61M
5
CVX icon
Chevron
CVX
+$2.6M

Top Sells

1
+$3.32M
2
+$2.9M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
WMB icon
Williams Companies
WMB
+$1.99M

Sector Composition

1 Technology 25.17%
2 Healthcare 10.22%
3 Communication Services 7.99%
4 Real Estate 7.22%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.89%
20,488
+820
52
$3.3M 0.86%
23,637
+131
53
$3.15M 0.82%
205,216
+2,588
54
$3.04M 0.79%
+40,914
55
$3M 0.78%
61,500
56
$2.99M 0.78%
12,856
+1,234
57
$2.91M 0.76%
30,886
+1,544
58
$2.61M 0.68%
+15,692
59
$2.6M 0.68%
+30,778
60
$2.59M 0.68%
82,673
+4,782
61
$2.5M 0.65%
140,587
+7,930
62
$2.45M 0.64%
+44,247
63
$2.3M 0.6%
21,907
+2,191
64
$2.25M 0.59%
10,596
+578
65
$2.25M 0.59%
68,582
-912
66
$2.24M 0.59%
10,760
+304
67
$2.22M 0.58%
15,704
+386
68
$2.15M 0.56%
18,322
+2,807
69
$2.06M 0.54%
+53,724
70
$2.06M 0.54%
76,482
-3,749
71
$2.02M 0.53%
27,557
+4,719
72
$2.01M 0.53%
29,363
+3,731
73
$1.95M 0.51%
74,698
+7,365
74
$1.9M 0.5%
171,170
+14,446
75
$1.68M 0.44%
25,214
+347
1 2
3
4 5