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
$522M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.12M
3
+$5.43M
4
PFE icon
Pfizer
PFE
+$5.22M
5
CVX icon
Chevron
CVX
+$4.14M

Top Sells

1
+$8.32M
2
+$7.79M
3
+$5.9M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.14M
5
TSM icon
TSMC
TSM
+$4.7M

Sector Composition

1 Technology 21.7%
2 Financials 10.71%
3 Real Estate 9.08%
4 Healthcare 9.02%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.08%
4,456
+47
127
$387K 0.07%
2,877
+29
128
$384K 0.07%
+2,954
129
$374K 0.07%
1,245
+289
130
$364K 0.07%
8,415
+1,155
131
$362K 0.07%
871
-220
132
$342K 0.07%
8,900
+32
133
$339K 0.06%
+5,734
134
$336K 0.06%
1,985
-441
135
$325K 0.06%
1,610
-235
136
$321K 0.06%
+2,337
137
$299K 0.06%
+3,960
138
$296K 0.06%
1,602
-151
139
$290K 0.06%
17,149
+51
140
$275K 0.05%
14,437
-315
141
$261K 0.05%
3,815
-1,085
142
$258K 0.05%
6,020
+300
143
$257K 0.05%
+582
144
$252K 0.05%
19,367
+3,247
145
$248K 0.05%
5,300
146
$248K 0.05%
1,113
+1
147
$241K 0.05%
16,520
148
$240K 0.05%
1,630
-801
149
$238K 0.05%
1,562
-544
150
$238K 0.05%
5,723
+186
4 5
6
7 8