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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.82M 0.5%
28,700
+1,390
77
$2.74M 0.48%
38,354
+967
78
$2.62M 0.46%
16,393
+1,313
79
$2.56M 0.45%
170,387
-45,061
80
$2.54M 0.45%
43,066
+42,465
81
$2.45M 0.43%
+36,586
82
$2.35M 0.42%
9,742
+923
83
$2.27M 0.4%
21,435
-40
84
$2.23M 0.4%
2,439
+54
85
$2.22M 0.39%
38,983
+480
86
$2.21M 0.39%
6,500
+229
87
$2.2M 0.39%
12,815
-176
88
$2.16M 0.38%
61,623
-2,935
89
$2.11M 0.37%
4,603
+463
90
$2.01M 0.36%
12,697
+1,514
91
$1.92M 0.34%
18,869
-1,569
92
$1.83M 0.32%
8,791
+373
93
$1.83M 0.32%
25,322
+46
94
$1.78M 0.31%
39,978
+878
95
$1.75M 0.31%
20,030
+1,486
96
$1.65M 0.29%
5,476
+1,367
97
$1.63M 0.29%
9,368
-62
98
$1.61M 0.29%
155,248
-5,238
99
$1.55M 0.28%
37,053
+19,621
100
$1.55M 0.27%
13,313
-505
2 3
4
5 6