IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
This Quarter Return
+8.73%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$383M
AUM Growth
+$383M
(+11%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
6.26%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
112
New
17
Increased
66
Reduced
17
Closed
11
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$5.07M |
| 2 |
Hanesbrands
HBI
|
$3.99M |
| 3 |
TSMC
TSM
|
$3.81M |
| 4 |
Sysco
SYY
|
$3.04M |
| 5 |
Qorvo
QRVO
|
$2.61M |
Top Sells
| 1 |
Virtu Financial
VIRT
|
$3.32M |
| 2 |
Fiserv
FI
|
$2.9M |
| 3 |
B
Barrick Mining Corporation
B
|
$2.72M |
| 4 |
AbbVie
ABBV
|
$2.66M |
| 5 |
Williams Companies
WMB
|
$1.99M |
Sector Composition
| 1 | Technology | 25.17% |
| 2 | Healthcare | 10.22% |
| 3 | Communication Services | 7.99% |
| 4 | Real Estate | 7.22% |
| 5 | Financials | 6.04% |
