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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$716K 0.16%
42,529
-6,592
102
$696K 0.16%
+24,184
103
$695K 0.16%
5,025
-37
104
$666K 0.15%
1,741
+15
105
$661K 0.15%
66,747
-10,383
106
$640K 0.14%
+8,899
107
$624K 0.14%
+8,771
108
$622K 0.14%
34,385
+3,691
109
$617K 0.14%
+30,291
110
$615K 0.14%
2,309
-442
111
$610K 0.14%
50,253
-3,281
112
$600K 0.14%
6,761
113
$595K 0.13%
4,196
-90
114
$590K 0.13%
+14,741
115
$578K 0.13%
+8,612
116
$575K 0.13%
+6,098
117
$570K 0.13%
+6,707
118
$549K 0.12%
3,783
+1,798
119
$541K 0.12%
+13,509
120
$536K 0.12%
4,791
-154
121
$525K 0.12%
+3,839
122
$522K 0.12%
13,709
+315
123
$519K 0.12%
+6,787
124
$516K 0.12%
+25,627
125
$506K 0.11%
+2,645
3 4
5
6 7