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
$219M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$3.51M
3 +$3.25M
4
LOW icon
Lowe's Companies
LOW
+$2.53M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$2.1M

Top Sells

1 +$5.18M
2 +$4.45M
3 +$4.24M
4
BBY icon
Best Buy
BBY
+$4.18M
5
GD icon
General Dynamics
GD
+$4.01M

Sector Composition

1 Technology 13.44%
2 Financials 10.79%
3 Communication Services 7.78%
4 Industrials 7.04%
5 Real Estate 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-27,076
102
-14,745
103
-68,278
104
-21,227
105
-45,296