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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.27%
13,801
-92
102
$1.41M 0.27%
9,430
+169
103
$1.36M 0.26%
13,426
+344
104
$1.32M 0.25%
25,417
+830
105
$1.19M 0.23%
+3,506
106
$1.14M 0.22%
12,573
-1,976
107
$1.1M 0.21%
+4,109
108
$1.06M 0.2%
18,650
+1,230
109
$1.04M 0.2%
+3,929
110
$999K 0.19%
58,273
+290
111
$782K 0.15%
17,683
+6,459
112
$724K 0.14%
+5,147
113
$720K 0.14%
17,432
+8,917
114
$674K 0.13%
6,380
-1,278
115
$653K 0.13%
22,670
+2,970
116
$643K 0.12%
4,632
-46
117
$625K 0.12%
5,656
-469
118
$623K 0.12%
4,190
+2,309
119
$613K 0.12%
6,026
+604
120
$608K 0.12%
7,866
+731
121
$572K 0.11%
+3,996
122
$556K 0.11%
8,268
+150
123
$529K 0.1%
1,938
124
$511K 0.1%
4,065
+837
125
$479K 0.09%
2,727
+155
3 4
5
6 7