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
$460K
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$4.77K
2 +$3.39K
3 +$2.64K
4
NFLX icon
Netflix
NFLX
+$2.42K
5
LMT icon
Lockheed Martin
LMT
+$567

Top Sells

1 +$40.8M
2 +$26.2M
3 +$21.4M
4
AVGO icon
Broadcom
AVGO
+$20.6M
5
OKE icon
Oneok
OKE
+$12.1M

Sector Composition

1 Technology 33.81%
2 Financials 14%
3 Energy 11.44%
4 Communication Services 10.15%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-162,792