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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.06%
+4,583
102
$346K 0.05%
5,043
-43,346
103
$334K 0.05%
+6,990
104
$321K 0.05%
+5,410
105
$313K 0.05%
+1,000
106
$311K 0.05%
+345
107
$311K 0.05%
4,215
-19,736
108
$295K 0.05%
+4,380
109
$291K 0.05%
+956
110
$279K 0.04%
+2,169
111
$266K 0.04%
+1,331
112
$263K 0.04%
+4,870
113
$262K 0.04%
+449
114
$254K 0.04%
+1,365
115
$252K 0.04%
+842
116
$251K 0.04%
+1,115
117
$251K 0.04%
+11,839
118
$250K 0.04%
+6,851
119
$248K 0.04%
+2,406
120
$242K 0.04%
+1,877
121
$239K 0.04%
+1,008
122
$237K 0.04%
+1,127
123
$235K 0.04%
+1,213
124
$232K 0.04%
+5,838
125
$225K 0.04%
+3,200
3 4
5
6 7