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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.6%
+26,963
52
$3.84M 0.6%
+43,828
53
$3.76M 0.59%
8,574
+2,957
54
$3.75M 0.58%
+946
55
$3.66M 0.57%
127,894
-24,006
56
$3.62M 0.57%
+16,210
57
$3.58M 0.56%
+159,473
58
$3.53M 0.55%
8,678
+1,924
59
$3.5M 0.55%
+39,936
60
$3.32M 0.52%
+39,902
61
$3.27M 0.51%
+106,584
62
$3.19M 0.5%
+77,231
63
$3.16M 0.49%
9,495
+1,535
64
$3.14M 0.49%
12,561
-5,841
65
$3.12M 0.49%
+3,783
66
$2.73M 0.43%
36,768
+2,862
67
$2.66M 0.42%
+5,890
68
$2.53M 0.39%
+18,257
69
$2.09M 0.33%
+4,690
70
$2.04M 0.32%
+6,500
71
$2.01M 0.31%
+50,471
72
$1.92M 0.3%
9,683
+1,645
73
$1.85M 0.29%
17,380
-990
74
$1.72M 0.27%
+7,410
75
$1.21M 0.19%
+5,958
1 2
3
4 5