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
$369M
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.4M
4
CVX icon
Chevron
CVX
+$11.5M
5
NVDA icon
NVIDIA
NVDA
+$11.2M

Top Sells

1
+$9.78K
2
+$9.22K
3
+$6.64K
4
BKNG icon
Booking.com
BKNG
+$6.63K
5
AMD icon
Advanced Micro Devices
AMD
+$6.56K

Sector Composition

1 Technology 20.92%
2 Energy 19.04%
3 Healthcare 14.43%
4 Financials 11.87%
5 Real Estate 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.1%
3,668
+3,665
102
$327K 0.09%
716
+712
103
$326K 0.09%
8,089
+8,018
104
$279K 0.08%
+651
105
$268K 0.07%
+1,581
106
$205K 0.06%
+7,580
107
$204K 0.06%
+4,182
108
$200K 0.05%
+6,303
109
$73K 0.02%
1,250
+1,249
110
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