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
$285M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.81M
3
+$3.34M
4
CMCSA icon
Comcast
CMCSA
+$3.34M
5
CELG
Celgene Corp
CELG
+$2.91M

Top Sells

1
+$30M
2
+$4.42M
3
+$3.51M
4
CME icon
CME Group
CME
+$3.34M
5
HON icon
Honeywell
HON
+$3.11M

Sector Composition

1 Technology 14.21%
2 Energy 9%
3 Healthcare 8.87%
4 Real Estate 8.73%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.56%
39,648
-1,031
77
$1.58M 0.55%
102,637
+75,509
78
$1.55M 0.54%
+46,140
79
$1.54M 0.54%
113,660
+91,706
80
$1.5M 0.53%
+184,464
81
$1.49M 0.52%
+3,435
82
$1.4M 0.49%
+37,493
83
$1.35M 0.47%
12,120
+2,070
84
$1.32M 0.46%
12,003
-2,660
85
$1.17M 0.41%
23,399
+13,465
86
$1.13M 0.4%
45,066
+3,584
87
$1.08M 0.38%
+89,284
88
$1.01M 0.35%
+45,103
89
$916K 0.32%
+31,900
90
$843K 0.3%
+84,281
91
$746K 0.26%
49,349
-16,150
92
$658K 0.23%
+54,585
93
$601K 0.21%
+11,984
94
$417K 0.15%
21,876
-454
95
$407K 0.14%
45,173
+3,305
96
$364K 0.13%
+23,520
97
$314K 0.11%
25,614
-20,325
98
$310K 0.11%
16,993
+103
99
– –
-17,762
100
– –
-20,866
1 2 3
4
5