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
$311M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.8M
3
+$3.64M
4
CSCO icon
Cisco
CSCO
+$3.47M
5
VIRT icon
Virtu Financial
VIRT
+$3.36M

Top Sells

1
+$4.07M
2
+$3.87M
3
+$3.3M
4
GIS icon
General Mills
GIS
+$3.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.21M

Sector Composition

1 Technology 21.62%
2 Healthcare 12.56%
3 Communication Services 8.94%
4 Financials 8.64%
5 Real Estate 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-30,898
102
– –
-45,179
103
– –
-122,499
104
– –
-10,773
105
– –
-52,684
106
– –
-57,965
107
– –
-39,152
108
– –
-43,558
109
– –
-22,095
110
– –
-18,780
111
– –
-41,301
112
– –
-14,692
113
– –
-45,083
1 2 3 4
5