IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.73M
3
+$5.92M
4
UBER icon
Uber
UBER
+$5.1M
5
DOC icon
Healthpeak Properties
DOC
+$5.06M

Top Sells

1
+$7.53M
2
+$7.27M
3
+$7.19M
4
ELF icon
e.l.f. Beauty
ELF
+$5.52M
5
BKNG icon
Booking.com
BKNG
+$5.07M

Sector Composition

1 Technology 29.26%
2 Financials 20.13%
3 Energy 9.77%
4 Communication Services 8.32%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.36M 0.71%
47,143
-2,337
52
$5.32M 0.7%
73,739
+6,989
53
$5.26M 0.7%
5,561
+299
54
$5.1M 0.67%
+70,001
55
$5.06M 0.67%
+250,041
56
$4.93M 0.65%
8,805
-5,951
57
$4.81M 0.64%
5,084
+208
58
$4.68M 0.62%
50,180
+5,260
59
$4.53M 0.6%
16,837
+4,173
60
$4.5M 0.6%
58,093
+7,329
61
$4.32M 0.57%
+89,542
62
$4.22M 0.56%
+59,936
63
$4.11M 0.54%
+41,050
64
$4.03M 0.53%
6,628
-4,997
65
$3.88M 0.51%
+23,351
66
$3.69M 0.49%
+119,563
67
$3.53M 0.47%
+12,483
68
$3.37M 0.45%
30,723
+3,435
69
$3.19M 0.42%
103,927
-15,520
70
$2.72M 0.36%
13,189
-929
71
$2.68M 0.35%
33,910
+270
72
$2.49M 0.33%
312,607
-14,098
73
$2.17M 0.29%
5,858
-365
74
$2.15M 0.28%
8,302
-1,698
75
$2.08M 0.27%
+24,153
1 2
3
4 5