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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.27%
13,169
-257
102
$1.45M 0.26%
55,291
-9,133
103
$1.38M 0.24%
12,495
-1,306
104
$1.38M 0.24%
24,884
-533
105
$1.36M 0.24%
101,409
-5,853
106
$1.19M 0.21%
11,634
-939
107
$1.16M 0.21%
+8,260
108
$1.13M 0.2%
3,344
-162
109
$1.11M 0.2%
61,808
+3,535
110
$972K 0.17%
21,003
+3,320
111
$866K 0.15%
5,722
+575
112
$827K 0.15%
60,922
+40,062
113
$822K 0.15%
25,370
+2,700
114
$811K 0.14%
4,780
+590
115
$810K 0.14%
4,522
+526
116
$711K 0.13%
8,470
+604
117
$711K 0.13%
9,156
+8,973
118
$680K 0.12%
5,862
-164
119
$636K 0.11%
6,260
-120
120
$602K 0.11%
8,226
-42
121
$526K 0.09%
1,759
-179
122
$512K 0.09%
2,815
+88
123
$500K 0.09%
2,766
+165
124
$494K 0.09%
4,409
+344
125
$488K 0.09%
3,060
+569
3 4
5
6 7