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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$481K 0.09%
3,313
-26,149
127
$477K 0.08%
1,845
+203
128
$464K 0.08%
2,712
+255
129
$460K 0.08%
30,393
+11,649
130
$454K 0.08%
3,516
-153
131
$434K 0.08%
2,582
132
$425K 0.08%
2,106
-131
133
$414K 0.07%
2,848
+430
134
$414K 0.07%
8,069
+1,220
135
$402K 0.07%
2,431
-88
136
$385K 0.07%
1,022
-10,167
137
$384K 0.07%
5,360
-154
138
$378K 0.07%
5,911
+583
139
$375K 0.07%
4,373
140
$374K 0.07%
1,091
+36
141
$373K 0.07%
2,426
+441
142
$372K 0.07%
7,260
+1,038
143
$358K 0.06%
1,753
-10
144
$352K 0.06%
+4,900
145
$352K 0.06%
8,868
+35
146
$322K 0.06%
17,098
+46
147
$318K 0.06%
1,705
148
$312K 0.06%
5,720
+932
149
$306K 0.05%
+15,388
150
$300K 0.05%
14,752
+36
4 5
6
7 8