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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.13%
35,234
-671
102
$1.29M 0.12%
17,703
-80
103
$1.28M 0.12%
116,103
+1,351
104
$1.24M 0.12%
11,062
-104
105
$1.19M 0.11%
9,930
-43,300
106
$1.15M 0.11%
24,850
-274
107
$1.14M 0.11%
13,424
-281
108
$1.09M 0.1%
6,217
+74
109
$1.07M 0.1%
6,603
-51
110
$1.04M 0.1%
5,853
-52
111
$1.03M 0.1%
103,532
-633
112
$1.02M 0.1%
4,874
+8
113
$1.01M 0.1%
8,612
+72
114
$991K 0.1%
11,354
-45
115
$989K 0.09%
11,959
+103
116
$960K 0.09%
10,737
-651
117
$952K 0.09%
8,940
-820
118
$943K 0.09%
2,873
+5
119
$937K 0.09%
8,939
-18
120
$927K 0.09%
96,105
-844
121
$926K 0.09%
17,195
+26
122
$916K 0.09%
4,710
+70
123
$915K 0.09%
4,821
-43
124
$912K 0.09%
1,919
+268
125
$907K 0.09%
+8,897
3 4
5
6 7