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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.93M 0.76%
237,469
-24,667
52
$3.93M 0.76%
189,582
-3,188
53
$3.92M 0.76%
27,163
+731
54
$3.84M 0.74%
97,904
+3,066
55
$3.83M 0.74%
72,124
-3,567
56
$3.79M 0.73%
35,114
+716
57
$3.78M 0.73%
188,301
+5,578
58
$3.72M 0.72%
28,636
-171
59
$3.7M 0.71%
27,780
+220
60
$3.61M 0.7%
56,421
-2,240
61
$3.59M 0.69%
32,764
+856
62
$3.53M 0.68%
232,753
-5,785
63
$3.47M 0.67%
228,481
-17,420
64
$3.42M 0.66%
67,016
+10,458
65
$3.28M 0.63%
210,255
-16,296
66
$3.27M 0.63%
12,654
+6,267
67
$3.25M 0.63%
7,563
-302
68
$3.24M 0.62%
215,448
-2,921
69
$3.19M 0.61%
+6,192
70
$3.07M 0.59%
62,959
+2,594
71
$3.04M 0.59%
18,193
+430
72
$3.02M 0.58%
171,703
+5,852
73
$2.99M 0.58%
8,354
+541
74
$2.95M 0.57%
39,960
+34,046
75
$2.9M 0.56%
28,033
+1,103
1 2
3
4 5