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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.41M 0.61%
52,395
+722
52
$6.4M 0.61%
19,262
+1,206
53
$6.27M 0.6%
22,304
+20,207
54
$6.14M 0.59%
235,705
+1,069
55
$6.07M 0.58%
106,520
+820
56
$5.99M 0.57%
54,952
+4,892
57
$5.94M 0.57%
182,010
+3,085
58
$5.87M 0.56%
7,376
+6,277
59
$5.87M 0.56%
+52,209
60
$5.83M 0.56%
12,238
+722
61
$5.64M 0.54%
26,125
+1,850
62
$5.23M 0.5%
103,519
-97,806
63
$5.23M 0.5%
32,906
+23,625
64
$5.21M 0.5%
+77,510
65
$5.1M 0.49%
6,689
-5,897
66
$5.08M 0.49%
30,380
+2,646
67
$4.97M 0.48%
227,634
+214,113
68
$4.95M 0.47%
51,820
+3,040
69
$4.94M 0.47%
22,894
+1,447
70
$4.8M 0.46%
19,700
+18,300
71
$4.77M 0.46%
46,326
-4,578
72
$4.76M 0.46%
50,965
-121
73
$4.7M 0.45%
19,047
+1,018
74
$4.49M 0.43%
+71,565
75
$4.29M 0.41%
+3,682
1 2
3
4 5