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
$369M
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.4M
4
CVX icon
Chevron
CVX
+$11.5M
5
NVDA icon
NVIDIA
NVDA
+$11.2M

Top Sells

1
+$9.78K
2
+$9.22K
3
+$6.64K
4
BKNG icon
Booking.com
BKNG
+$6.63K
5
AMD icon
Advanced Micro Devices
AMD
+$6.56K

Sector Composition

1 Technology 20.92%
2 Energy 19.04%
3 Healthcare 14.43%
4 Financials 11.87%
5 Real Estate 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.67%
+11,235
52
$2.38M 0.64%
+35,956
53
$2.34M 0.63%
6,384
+6,374
54
$2.14M 0.58%
33,906
+33,878
55
$2.09M 0.57%
6,754
+6,747
56
$2.08M 0.56%
+8,398
57
$1.99M 0.54%
+23,951
58
$1.91M 0.52%
7,960
+7,958
59
$1.9M 0.51%
+19,127
60
$1.85M 0.5%
27,725
+27,694
61
$1.83M 0.5%
5,617
+5,610
62
$1.77M 0.48%
+3,452
63
$1.61M 0.44%
19,119
+19,044
64
$1.48M 0.4%
+70,197
65
$1.29M 0.35%
9,197
+9,195
66
$1.19M 0.32%
+4,507
67
$1.06M 0.29%
8,990
+8,968
68
$990K 0.27%
8,038
+8,029
69
$829K 0.22%
4,399
+4,395
70
$772K 0.21%
18,370
+18,350
71
$696K 0.19%
+24,184
72
$695K 0.19%
+5,025
73
$640K 0.17%
8,899
+8,890
74
$624K 0.17%
+8,771
75
$622K 0.17%
34,385
+34,055
1 2
3
4 5