IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.73M
3
+$5.92M
4
UBER icon
Uber
UBER
+$5.1M
5
DOC icon
Healthpeak Properties
DOC
+$5.06M

Top Sells

1
+$7.53M
2
+$7.27M
3
+$7.19M
4
ELF icon
e.l.f. Beauty
ELF
+$5.52M
5
BKNG icon
Booking.com
BKNG
+$5.07M

Sector Composition

1 Technology 29.26%
2 Financials 20.13%
3 Energy 9.77%
4 Communication Services 8.32%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.07M 0.27%
22,100
+231
77
$1.99M 0.26%
+45,002
78
$1.89M 0.25%
14,647
-991
79
$1.79M 0.24%
12,765
-436
80
$1.79M 0.24%
159,548
+13,009
81
$1.79M 0.24%
+35,853
82
$1.78M 0.24%
20,025
+17,078
83
$1.77M 0.23%
20,829
+118
84
$1.77M 0.23%
18,521
+143
85
$1.75M 0.23%
93,464
-6,672
86
$1.63M 0.22%
141,251
+7,820
87
$1.58M 0.21%
179,886
+6,409
88
$1.54M 0.2%
28,996
-1,348
89
$1.51M 0.2%
11,495
-543
90
$1.46M 0.19%
20,428
-1,777
91
$1.44M 0.19%
128,617
-5,636
92
$1.41M 0.19%
+67,878
93
$1.36M 0.18%
+35,651
94
$1.35M 0.18%
11,031
-1,090
95
$1.24M 0.16%
17,014
+6
96
$1.24M 0.16%
11,110
+389
97
$1.22M 0.16%
113,556
-3,691
98
$1.18M 0.16%
25,840
-1,115
99
$1.13M 0.15%
104,587
-1,532
100
$1.08M 0.14%
10,274
-10,031
2 3
4
5 6