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

Top Buys

1
+$38.4M
2
+$3.67M
3
+$3.29M
4
LOW icon
Lowe's Companies
LOW
+$2.64M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$2.23M

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
1 2 3 4
5