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
$345M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$4.07M
3
+$3.71M
4
UPBD icon
Upbound Group
UPBD
+$3.1M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.11M

Top Sells

1
+$3.47M
2
+$3.17M
3
+$2.47M
4
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$2.14M
5
CRM icon
Salesforce
CRM
+$2.14M

Sector Composition

1 Technology 23.65%
2 Healthcare 11.5%
3 Communication Services 8.75%
4 Real Estate 7.48%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-127,938
102
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-24,289
103
– –
-121,810
104
– –
-10,154
105
– –
-44,068
106
– –
-14,192
107
– –
-22,639
108
– –
-103,479
109
– –
-99,983
110
– –
-17,817
1 2 3 4
5