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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$505K 0.11%
2,858
+13
127
$496K 0.11%
+13,218
128
$494K 0.11%
5,995
+157
129
$490K 0.11%
+15,528
130
$477K 0.11%
8,367
+212
131
$473K 0.11%
+17,617
132
$469K 0.11%
+6,191
133
$466K 0.11%
44,854
-839
134
$450K 0.1%
+12,389
135
$449K 0.1%
9,079
+169
136
$444K 0.1%
6,293
-111
137
$432K 0.1%
2,888
-134
138
$432K 0.1%
+1,303
139
$426K 0.1%
+14,096
140
$422K 0.1%
1,356
+65
141
$422K 0.1%
4,663
+1,480
142
$417K 0.09%
34,538
143
$412K 0.09%
2,824
+39
144
$402K 0.09%
+12,647
145
$371K 0.08%
3,488
-35
146
$357K 0.08%
3,668
-20,173
147
$352K 0.08%
34,060
148
$327K 0.07%
716
-3,303
149
$326K 0.07%
+8,089
150
$320K 0.07%
8,772
-199
4 5
6
7 8