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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.05M 0.39%
28,718
-150
77
$3.85M 0.37%
+42,961
78
$3.45M 0.33%
7,765
-2,310
79
$3M 0.29%
37,567
+2,014
80
$2.91M 0.28%
4,727
+17
81
$2.74M 0.26%
8,692
+457
82
$2.59M 0.25%
316,087
+1,268
83
$2.27M 0.22%
16,949
-1
84
$2.16M 0.21%
7,971
+1,542
85
$2.14M 0.2%
24,610
+1,471
86
$2.12M 0.2%
67,177
-763
87
$2.12M 0.2%
47,380
-10,856
88
$1.97M 0.19%
12,763
-29
89
$1.88M 0.18%
23,490
+6,546
90
$1.8M 0.17%
94,264
-1,359
91
$1.79M 0.17%
12,733
+69
92
$1.76M 0.17%
154,560
-967
93
$1.69M 0.16%
17,552
-948
94
$1.6M 0.15%
136,850
-1,573
95
$1.55M 0.15%
173,123
-5,605
96
$1.55M 0.15%
13,988
+1,318
97
$1.54M 0.15%
2,513
-60
98
$1.51M 0.14%
129,963
-1,657
99
$1.5M 0.14%
13,023
+10,039
100
$1.42M 0.14%
7,232
+550
2 3
4
5 6