IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.27%
+4,710
77
$2.47M 0.26%
58,236
+14,036
78
$2.39M 0.25%
8,235
-17,064
79
$2.08M 0.22%
67,940
-35,987
80
$2M 0.21%
23,139
+2,310
81
$1.89M 0.2%
12,792
+1,297
82
$1.81M 0.19%
95,623
+2,159
83
$1.77M 0.19%
18,500
-21
84
$1.7M 0.18%
155,527
-4,021
85
$1.69M 0.18%
12,664
-1,983
86
$1.65M 0.18%
16,950
-64
87
$1.56M 0.17%
138,423
-2,828
88
$1.55M 0.17%
178,728
-1,158
89
$1.53M 0.16%
+6,429
90
$1.46M 0.16%
131,620
+3,003
91
$1.46M 0.16%
+2,573
92
$1.4M 0.15%
+12,670
93
$1.31M 0.14%
+9,281
94
$1.25M 0.13%
114,752
+1,196
95
$1.24M 0.13%
2,824
-3,034
96
$1.18M 0.13%
11,166
+56
97
$1.17M 0.13%
35,905
-83,658
98
$1.16M 0.12%
6,682
-6,083
99
$1.15M 0.12%
+13,705
100
$1.15M 0.12%
25,124
-716
2 3
4
5 6