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
$369M
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.4M
4
CVX icon
Chevron
CVX
+$11.5M
5
NVDA icon
NVIDIA
NVDA
+$11.2M

Top Sells

1
+$9.78K
2
+$9.22K
3
+$6.64K
4
BKNG icon
Booking.com
BKNG
+$6.63K
5
AMD icon
Advanced Micro Devices
AMD
+$6.56K

Sector Composition

1 Technology 20.92%
2 Energy 19.04%
3 Healthcare 14.43%
4 Financials 11.87%
5 Real Estate 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$617K 0.17%
+30,291
77
$600K 0.16%
6,761
+6,735
78
$595K 0.16%
2,098
+2,096
79
$590K 0.16%
+14,741
80
$578K 0.16%
+8,612
81
$575K 0.16%
+6,098
82
$570K 0.15%
+6,707
83
$549K 0.15%
3,783
+3,779
84
$541K 0.15%
+13,509
85
$525K 0.14%
+3,839
86
$522K 0.14%
+13,709
87
$519K 0.14%
+6,787
88
$516K 0.14%
25,627
+25,603
89
$505K 0.14%
2,858
+2,855
90
$496K 0.13%
+13,218
91
$490K 0.13%
+15,528
92
$473K 0.13%
17,617
+17,601
93
$469K 0.13%
6,191
+6,187
94
$450K 0.12%
+12,389
95
$449K 0.12%
+9,079
96
$432K 0.12%
2,888
+2,886
97
$426K 0.12%
+14,096
98
$422K 0.11%
1,356
+1,355
99
$422K 0.11%
4,663
+4,660
100
$402K 0.11%
+12,647
2 3
4
5 6