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
$522M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.12M
3
+$5.43M
4
PFE icon
Pfizer
PFE
+$5.22M
5
CVX icon
Chevron
CVX
+$4.14M

Top Sells

1
+$8.32M
2
+$7.79M
3
+$5.9M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.14M
5
TSM icon
TSMC
TSM
+$4.7M

Sector Composition

1 Technology 21.7%
2 Financials 10.71%
3 Real Estate 9.08%
4 Healthcare 9.02%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.67%
65,924
+3,479
52
$3.51M 0.67%
6,301
-57
53
$3.49M 0.67%
31,378
-2,829
54
$3.31M 0.63%
30,901
+21,745
55
$3.23M 0.62%
183,873
+10,062
56
$3.21M 0.61%
32,048
+6,726
57
$3.16M 0.61%
24,004
+2,078
58
$3.14M 0.6%
+37,218
59
$3.12M 0.6%
37,726
+33,316
60
$3.11M 0.6%
+49,714
61
$3.09M 0.59%
108,521
+6,956
62
$3.06M 0.59%
21,880
-5,900
63
$3.05M 0.58%
27,165
-453
64
$3.01M 0.58%
+45,063
65
$2.99M 0.57%
65,061
+44,058
66
$2.96M 0.57%
37,917
+34,676
67
$2.96M 0.57%
155,883
-1,396
68
$2.88M 0.55%
5,004
+4,620
69
$2.79M 0.53%
212,317
-3,762
70
$2.79M 0.53%
56,010
-7,685
71
$2.73M 0.52%
41,209
+2,855
72
$2.72M 0.52%
51,598
+3,294
73
$2.61M 0.5%
+10,816
74
$2.57M 0.49%
192,381
-6,355
75
$2.53M 0.48%
11,095
+1,353
1 2
3
4 5