IWA

IBEX Wealth Advisors Portfolio holdings

AUM $756M
This Quarter Return
-1.17%
1 Year Return
+34.89%
3 Year Return
5 Year Return
10 Year Return
AUM
$756M
AUM Growth
-$93.1M
Cap. Flow
-$59.1M
Cap. Flow %
-7.82%
Top 10 Hldgs %
33.94%
Holding
221
New
17
Increased
64
Reduced
34
Closed
99

Top Sells

1
$7.53M
2
$7.27M
3
$7.19M
4
$5.52M
5
$5.07M

Sector Composition

1Technology29.26%
2Financials20.13%
3Energy9.77%
4Communication Services8.32%
5Real Estate5.61%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,858
Closed
-$465K
-35,040
Closed
-$4.23M
-1,565
Closed
-$833K
-98,645
Closed
-$4.25M
-4,855
Closed
-$337K
-1,020
Closed
-$5.07M
-1,513
Closed
-$321K
-9,961
Closed
-$3.61M
-1,338
Closed
-$299K
-191,555
Closed
-$7.19M
-2,072
Closed
-$205K
-31,499
Closed
-$1.2M
-1,241
Closed
-$279K
-1,365
Closed
-$249K
-2,766
Closed
-$319K
-11,827
Closed
-$2.71M
-762
Closed
-$324K
-5,741
Closed
-$639K
-2,374
Closed
-$443K
-1,624
Closed
-$213K
-43,962
Closed
-$5.52M
-1,636
Closed
-$217K
-3,293
Closed
-$345K
-1,071
Closed
-$355K
-849
Closed
-$239K