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
$522M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.12M
3
+$5.43M
4
PFE icon
Pfizer
PFE
+$5.22M
5
CVX icon
Chevron
CVX
+$4.14M

Top Sells

1
+$8.32M
2
+$7.79M
3
+$5.9M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.14M
5
TSM icon
TSMC
TSM
+$4.7M

Sector Composition

1 Technology 21.7%
2 Financials 10.71%
3 Real Estate 9.08%
4 Healthcare 9.02%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.47%
6,950
+5,191
77
$2.44M 0.47%
36,047
-539
78
$2.37M 0.45%
49,771
-123,788
79
$2.29M 0.44%
182,044
-19,589
80
$2.21M 0.42%
21,487
+52
81
$2.17M 0.42%
159,744
-10,643
82
$2.06M 0.39%
158,591
-28,739
83
$2.03M 0.39%
49,201
+9,223
84
$1.96M 0.38%
7,175
+6,342
85
$1.95M 0.37%
12,049
-766
86
$1.92M 0.37%
25,145
+261
87
$1.89M 0.36%
18,869
88
$1.85M 0.35%
53,525
-8,098
89
$1.83M 0.35%
+6,379
90
$1.77M 0.34%
4,254
-349
91
$1.53M 0.29%
5,548
+72
92
$1.49M 0.29%
9,375
+7
93
$1.45M 0.28%
13,198
-115
94
$1.41M 0.27%
147,154
-8,094
95
$1.3M 0.25%
11,427
-207
96
$1.28M 0.25%
12,449
-720
97
$1.24M 0.24%
35,272
-1,781
98
$1.23M 0.24%
2,733
-5,122
99
$1.11M 0.21%
50,297
-4,994
100
$1.02M 0.2%
19,010
-41,040
2 3
4
5 6