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
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$39.5M
3
+$28.4M
4
WMB icon
Williams Companies
WMB
+$18.3M
5
OKE icon
Oneok
OKE
+$18M

Top Sells

1
+$645M
2
+$36.7M
3
+$29M
4
APP icon
Applovin
APP
+$28.1M
5
NFLX icon
Netflix
NFLX
+$24.8M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.3%
+326,705
77
$2.55M 0.3%
+6,223
78
$2.32M 0.27%
+24,093
79
$2.16M 0.25%
+20,305
80
$2.11M 0.25%
+13,201
81
$2M 0.24%
+15,638
82
$1.87M 0.22%
+21,869
83
$1.86M 0.22%
+100,136
84
$1.79M 0.21%
+20,711
85
$1.76M 0.21%
+4,385
86
$1.7M 0.2%
+18,378
87
$1.68M 0.2%
+30,344
88
$1.68M 0.2%
+5,100
89
$1.68M 0.2%
+22,205
90
$1.65M 0.19%
+146,539
91
$1.59M 0.19%
+10,965
92
$1.59M 0.19%
+12,038
93
$1.58M 0.19%
+20,924
94
$1.56M 0.18%
+12,121
95
$1.56M 0.18%
+133,431
96
$1.55M 0.18%
+134,253
97
$1.53M 0.18%
+7,085
98
$1.49M 0.18%
+173,477
99
$1.47M 0.17%
+16,359
100
$1.36M 0.16%
+13,168
2 3
4
5 6