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
$257M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.69M
4
UPS icon
United Parcel Service
UPS
+$3.58M
5
QCOM icon
Qualcomm
QCOM
+$3.57M

Top Sells

1
+$5.88M
2
+$4.86M
3
+$3.65M
4
WEN icon
Wendy's
WEN
+$3.6M
5
DIS icon
Walt Disney
DIS
+$3.56M

Sector Composition

1 Technology 16.31%
2 Healthcare 13.69%
3 Communication Services 10.24%
4 Real Estate 8.08%
5 Financials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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-107,082
107
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-53,073
108
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-129,052
109
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-62,737
110
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-17,350
111
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-10,652
112
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-161,848
113
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-41,997
114
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-14,973
115
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-31,530
116
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-11,477
117
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-25,776
118
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-26,043
119
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-13,967
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5