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
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$39.5M
3
+$28.4M
4
WMB icon
Williams Companies
WMB
+$18.3M
5
OKE icon
Oneok
OKE
+$18M

Top Sells

1
+$645M
2
+$36.7M
3
+$29M
4
APP icon
Applovin
APP
+$28.1M
5
NFLX icon
Netflix
NFLX
+$24.8M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.15M 0.61%
281,154
+254,432
52
$5.07M 0.6%
1,020
-129,752
53
$5.02M 0.59%
+20,929
54
$5M 0.59%
+4,876
55
$4.94M 0.58%
+81,463
56
$4.82M 0.57%
+5,262
57
$4.8M 0.57%
+164,446
58
$4.77M 0.56%
20,057
-2,024
59
$4.61M 0.54%
+32,187
60
$4.56M 0.54%
+134,884
61
$4.42M 0.52%
+9,749
62
$4.25M 0.5%
+98,645
63
$4.23M 0.5%
+35,040
64
$4.21M 0.5%
+7,356
65
$4.04M 0.48%
10,000
-1,835
66
$4M 0.47%
4,492
-27,878
67
$3.76M 0.44%
12,664
-56,408
68
$3.76M 0.44%
+119,447
69
$3.61M 0.43%
9,961
+8,959
70
$3.52M 0.41%
+24,424
71
$3.38M 0.4%
+27,288
72
$3.28M 0.39%
+14,118
73
$2.71M 0.32%
+11,827
74
$2.66M 0.31%
+31,154
75
$2.62M 0.31%
+33,640
1 2
3
4 5