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
$460K
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.77K
2
+$3.39K
3
+$2.64K
4
NFLX icon
Netflix
NFLX
+$2.42K
5
LMT icon
Lockheed Martin
LMT
+$567

Top Sells

1
+$40.8M
2
+$26.2M
3
+$21.4M
4
AVGO icon
Broadcom
AVGO
+$20.6M
5
OKE icon
Oneok
OKE
+$12.1M

Sector Composition

1 Technology 33.81%
2 Financials 14%
3 Energy 11.44%
4 Communication Services 10.15%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39K 0.74%
+92
52
$3.31K 0.72%
71
-8,315
53
$3.17K 0.69%
31
-26,460
54
$3.02K 0.66%
7
-6,141
55
$2.98K 0.65%
13
-14,850
56
$2.64K 0.57%
7
-7,036
57
$2.64K 0.57%
+37
58
$2.58K 0.56%
22
-9,054
59
$2.55K 0.55%
58
-53,820
60
$2.42K 0.53%
+5
61
$2.33K 0.51%
9
-8,801
62
$2.32K 0.51%
4
-3,003
63
$1.9K 0.41%
28
-3,481
64
$1.34K 0.29%
20
-18,100
65
$908 0.2%
4
-14,320
66
$784 0.17%
9
-8,011
67
$759 0.17%
7
-17,349
68
$741 0.16%
17
-17,732
69
$674 0.15%
6
-67,205
70
$667 0.15%
24
-23,645
71
$619 0.13%
2
-6,589
72
$569 0.12%
2
-3,266
73
$567 0.12%
+1
74
$540 0.12%
16
-16,348
75
$533 0.12%
3
-4,879
1 2
3
4 5