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
$383M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.81M
3
+$3.04M
4
QRVO icon
Qorvo
QRVO
+$2.61M
5
CVX icon
Chevron
CVX
+$2.6M

Top Sells

1
+$3.32M
2
+$2.9M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
WMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.43%
18,174
-16,804
77
$1.64M 0.43%
32,842
+3,511
78
$1.64M 0.43%
127,693
+16,773
79
$1.58M 0.41%
+17,844
80
$1.54M 0.4%
+29,846
81
$1.54M 0.4%
12,081
+349
82
$1.46M 0.38%
15,756
+794
83
$1.43M 0.37%
14,479
+122
84
$1.36M 0.35%
10,440
+422
85
$1.3M 0.34%
+17,319
86
$1.3M 0.34%
+20,424
87
$1.26M 0.33%
+19,501
88
$1.1M 0.29%
+12,910
89
$1.08M 0.28%
+23,147
90
$1.03M 0.27%
61,566
+4,736
91
$1.01M 0.26%
+14,379
92
$463K 0.12%
+11,190
93
$371K 0.1%
18,379
+90
94
$352K 0.09%
36,134
-2,011
95
$335K 0.09%
17,434
+47
96
$288K 0.08%
54,521
-332,680
97
$283K 0.07%
20,824
+3,821
98
$277K 0.07%
20,251
-203
99
$270K 0.07%
18,744
+2,468
100
$264K 0.07%
+11,136
1 2 3
4
5