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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.75%
47,188
-1,731
52
$4.19M 0.74%
106,223
-16,202
53
$4.13M 0.73%
6,358
+35
54
$4.03M 0.71%
34,207
-907
55
$4.02M 0.71%
27,780
56
$3.92M 0.69%
145,986
-13,111
57
$3.84M 0.68%
27,662
-974
58
$3.82M 0.68%
6,424
+232
59
$3.73M 0.66%
7,855
+292
60
$3.6M 0.64%
33,436
+672
61
$3.59M 0.63%
+71,475
62
$3.45M 0.61%
21,926
+1,529
63
$3.41M 0.6%
62,445
-514
64
$3.4M 0.6%
8,551
+197
65
$3.38M 0.6%
63,695
-8,429
66
$3.37M 0.6%
216,079
-12,402
67
$3.33M 0.59%
39,786
-174
68
$3.27M 0.58%
173,811
+2,108
69
$3.2M 0.57%
198,736
-11,519
70
$3.19M 0.56%
157,279
-32,303
71
$3.1M 0.55%
27,618
-415
72
$3.09M 0.55%
187,330
-50,139
73
$3.06M 0.54%
101,565
+2,493
74
$3.04M 0.54%
201,633
-31,120
75
$2.91M 0.52%
48,304
+3,038
1 2
3
4 5