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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.64%
389,669
-36,609
52
$2.8M 0.63%
8,311
-47
53
$2.74M 0.62%
98,838
+2,080
54
$2.66M 0.6%
26,534
-1,390
55
$2.55M 0.58%
175,983
-8,103
56
$2.54M 0.57%
47,113
+205
57
$2.48M 0.56%
+11,235
58
$2.38M 0.54%
35,956
+314
59
$2.34M 0.53%
6,384
+166
60
$2.33M 0.53%
136,274
-17,456
61
$2.31M 0.52%
21,303
+1,091
62
$2.27M 0.51%
66,185
-2,518
63
$2.21M 0.5%
49,090
-4,653
64
$2.14M 0.48%
33,906
+28,633
65
$2.13M 0.48%
187,734
-11,132
66
$2.1M 0.48%
21,417
-87
67
$2.09M 0.47%
6,754
+5,751
68
$2.08M 0.47%
8,398
+40
69
$1.99M 0.45%
23,951
+20,927
70
$1.98M 0.45%
167,786
-9,765
71
$1.91M 0.43%
+7,960
72
$1.9M 0.43%
+19,127
73
$1.85M 0.42%
+35,516
74
$1.83M 0.41%
+5,617
75
$1.77M 0.4%
+3,452
1 2
3
4 5