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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$478K 0.09%
9,204
+5,440
127
$468K 0.09%
3,669
-150
128
$432K 0.08%
2,519
+186
129
$397K 0.08%
2,457
-103
130
$393K 0.08%
+2,582
131
$392K 0.08%
2,491
+1,043
132
$387K 0.07%
+2,601
133
$386K 0.07%
2,237
+241
134
$377K 0.07%
7,436
-6,588
135
$359K 0.07%
1,379
-4,394
136
$356K 0.07%
36,346
+79
137
$356K 0.07%
6,849
+1,310
138
$353K 0.07%
1,055
+221
139
$352K 0.07%
5,514
+370
140
$333K 0.06%
1,642
+457
141
$329K 0.06%
5,328
+1,044
142
$323K 0.06%
+1,474
143
$323K 0.06%
17,052
+46
144
$319K 0.06%
2,418
+171
145
$318K 0.06%
8,833
-102
146
$316K 0.06%
1,763
+29
147
$302K 0.06%
14,716
-1,696
148
$296K 0.06%
1,985
149
$279K 0.05%
20,860
+12
150
$277K 0.05%
18,744
4 5
6
7 8