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
$383M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.81M
3
+$3.04M
4
QRVO icon
Qorvo
QRVO
+$2.61M
5
CVX icon
Chevron
CVX
+$2.6M

Top Sells

1
+$3.32M
2
+$2.9M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
WMB icon
Williams Companies
WMB
+$1.99M

Sector Composition

1 Technology 25.17%
2 Healthcare 10.22%
3 Communication Services 7.99%
4 Real Estate 7.22%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.07%
16,120
+2,206
102
– –
-30,319
103
– –
-28,089
104
– –
-10,609
105
– –
-17,141
106
– –
-96,680
107
– –
-11,790
108
– –
-16,157
109
– –
-144,417
110
– –
-101,027
111
– –
-54,491
112
– –
-12,935
1 2 3 4
5