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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.36%
19,119
+711
77
$1.57M 0.35%
140,083
-15,258
78
$1.51M 0.34%
149,094
-13,612
79
$1.5M 0.34%
144,765
-5,163
80
$1.48M 0.33%
+70,197
81
$1.44M 0.33%
51,076
-2,124
82
$1.29M 0.29%
9,197
+423
83
$1.27M 0.29%
+15,709
84
$1.22M 0.28%
21,470
-19,960
85
$1.2M 0.27%
11,411
-541
86
$1.2M 0.27%
139,253
-1,673
87
$1.19M 0.27%
4,507
+236
88
$1.17M 0.26%
9,404
+11
89
$1.06M 0.24%
8,990
+689
90
$1.01M 0.23%
14,895
-13,938
91
$990K 0.22%
8,038
+508
92
$980K 0.22%
9,936
-5,469
93
$901K 0.2%
+19,362
94
$883K 0.2%
7,281
+1,251
95
$881K 0.2%
+21,502
96
$829K 0.19%
4,399
-96
97
$809K 0.18%
+15,805
98
$778K 0.18%
5,126
+13
99
$772K 0.17%
18,370
-620
100
$763K 0.17%
10,502
-301
2 3
4
5 6