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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.81M 0.54%
99,072
+3,262
77
$2.66M 0.51%
27,310
+1,049
78
$2.63M 0.51%
20,397
+3,291
79
$2.48M 0.48%
37,387
+2,014
80
$2.33M 0.45%
45,266
+2,701
81
$2.12M 0.41%
64,558
-495
82
$2.11M 0.41%
38,503
+6,597
83
$2.1M 0.4%
21,475
-420
84
$2.08M 0.4%
20,438
-691
85
$2M 0.39%
2,385
+1,609
86
$2M 0.38%
12,991
+20
87
$1.96M 0.38%
15,080
+1,751
88
$1.96M 0.38%
8,819
+1,462
89
$1.94M 0.37%
6,271
+444
90
$1.94M 0.37%
2,663
+2,052
91
$1.83M 0.35%
11,183
+1,908
92
$1.82M 0.35%
160,486
-27,551
93
$1.79M 0.34%
8,418
+460
94
$1.71M 0.33%
25,276
+21,058
95
$1.66M 0.32%
4,140
+174
96
$1.66M 0.32%
39,100
+1,314
97
$1.66M 0.32%
64,424
-7,949
98
$1.62M 0.31%
18,544
+954
99
$1.6M 0.31%
13,818
-3,067
100
$1.44M 0.28%
107,262
-21,235
2 3
4
5 6