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
$393M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$36M
2 +$21.9M
3 +$19.1M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
OKE icon
Oneok
OKE
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.77%
2 Financials 12.77%
3 Energy 11.55%
4 Real Estate 8.77%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$260K 0.07%
+803
102
$252K 0.06%
+2,313
103
$245K 0.06%
+2,800
104
$236K 0.06%
+2,228
105
$224K 0.06%
+3,818
106
$215K 0.05%
+1,483
107
$213K 0.05%
+3,509
108
$207K 0.05%
+3,775
109
$205K 0.05%
+7,672
110
$168K 0.04%
+13,318
111
$57K 0.01%
+1,250