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
$285M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$3.81M
3 +$3.34M
4
CMCSA icon
Comcast
CMCSA
+$3.34M
5
CELG
Celgene Corp
CELG
+$2.91M

Top Sells

1 +$30M
2 +$4.42M
3 +$3.51M
4
CME icon
CME Group
CME
+$3.34M
5
HON icon
Honeywell
HON
+$3.11M

Sector Composition

1 Technology 14.21%
2 Energy 9%
3 Healthcare 8.87%
4 Real Estate 8.73%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,834
102
-53,285
103
-23,555
104
-101,150
105
-79,567
106
-10,150
107
-49,620