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
$460K
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.77K
2
+$3.39K
3
+$2.64K
4
NFLX icon
Netflix
NFLX
+$2.42K
5
LMT icon
Lockheed Martin
LMT
+$567

Top Sells

1
+$40.8M
2
+$26.2M
3
+$21.4M
4
AVGO icon
Broadcom
AVGO
+$20.6M
5
OKE icon
Oneok
OKE
+$12.1M

Sector Composition

1 Technology 33.81%
2 Financials 14%
3 Energy 11.44%
4 Communication Services 10.15%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$530 0.12%
+9
77
$527 0.11%
19
-19,622
78
$525 0.11%
1
-1,236
79
$519 0.11%
4
-3,779
80
$512 0.11%
13
-12,199
81
$510 0.11%
18
-19,307
82
$507 0.11%
9
-42,729
83
$496 0.11%
7
-7,441
84
$495 0.11%
5
-5,658
85
$484 0.11%
12
-12,350
86
$473 0.1%
14
-20,496
87
$456 0.1%
5
-29,205
88
$450 0.1%
3
-1,480
89
$437 0.1%
3
-3,370
90
$437 0.1%
5
-50,526
91
$436 0.09%
26
-27,719
92
$408 0.09%
2
-6,791
93
$385 0.08%
5
-5,506
94
$366 0.08%
+3
95
$343 0.07%
9
-9,508
96
$340 0.07%
+4
97
$332 0.07%
3
-5,026
98
$278 0.06%
+1
99
$270 0.06%
2
-2,629
100
$265 0.06%
4
-5,446
2 3
4
5 6