IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.12%
+17,783
102
$1.08M 0.12%
+3,387
103
$1.02M 0.11%
9,760
-514
104
$1.01M 0.11%
104,165
-422
105
$1.01M 0.11%
+6,143
106
$1M 0.11%
11,388
-12
107
$1M 0.11%
+6,654
108
$952K 0.1%
+11,399
109
$951K 0.1%
11,856
-8,572
110
$918K 0.1%
+4,866
111
$908K 0.1%
+5,905
112
$907K 0.1%
+2,135
113
$899K 0.1%
17,169
-18,684
114
$892K 0.1%
8,957
-1,555
115
$887K 0.09%
96,949
+952
116
$886K 0.09%
10,521
+24
117
$884K 0.09%
+4,864
118
$877K 0.09%
14,684
-2,165
119
$872K 0.09%
+2,868
120
$849K 0.09%
22,011
-1,507
121
$848K 0.09%
+4,640
122
$816K 0.09%
6,042
-4,989
123
$802K 0.09%
+2,744
124
$779K 0.08%
+7,744
125
$778K 0.08%
+3,572
3 4
5
6 7