IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.64M 0.71%
29,323
+5,972
52
$6.36M 0.68%
+24,692
53
$6.27M 0.67%
51,673
+4,530
54
$6.24M 0.67%
42,174
+2,006
55
$6.01M 0.64%
319,467
+23,030
56
$5.83M 0.62%
178,925
+12,124
57
$5.78M 0.62%
+11,516
58
$5.76M 0.61%
18,056
+1,219
59
$5.66M 0.6%
5,714
+153
60
$5.65M 0.6%
11,637
+327
61
$5.62M 0.6%
+971
62
$5.39M 0.58%
51,927
+10,877
63
$5.38M 0.57%
+29,530
64
$4.98M 0.53%
+50,904
65
$4.81M 0.51%
18,029
+5,546
66
$4.74M 0.51%
270,758
+20,717
67
$4.57M 0.49%
51,086
-53,950
68
$4.56M 0.49%
+50,060
69
$4.49M 0.48%
+21,447
70
$4.45M 0.47%
+48,780
71
$4.05M 0.43%
+27,734
72
$3.66M 0.39%
28,868
+2,490
73
$3.2M 0.34%
10,075
+1,773
74
$2.83M 0.3%
35,553
+1,643
75
$2.52M 0.27%
314,819
+2,212
1 2
3
4 5