IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
This Quarter Return
+8.97%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$369M
AUM Growth
+$369M
(+80,087%)
Cap. Flow
+$369M
Cap. Flow
% of AUM
99.9%
Top 10 Holdings %
Top 10 Hldgs %
30.6%
Holding
152
New
43
Increased
66
Reduced
–
Closed
43
Top Buys
| 1 |
Microsoft
MSFT
|
$15.1M |
| 2 |
Apple
AAPL
|
$14.2M |
| 3 |
Oneok
OKE
|
$12.4M |
| 4 |
Chevron
CVX
|
$11.5M |
| 5 |
NVIDIA
NVDA
|
$11.2M |
Top Sells
| 1 |
Comcast
CMCSA
|
$9.78K |
| 2 |
Jackson Financial
JXN
|
$9.22K |
| 3 |
Blue Owl Capital
OWL
|
$6.64K |
| 4 |
Booking.com
BKNG
|
$6.63K |
| 5 |
Advanced Micro Devices
AMD
|
$6.56K |
Sector Composition
| 1 | Technology | 20.92% |
| 2 | Energy | 19.04% |
| 3 | Healthcare | 14.43% |
| 4 | Financials | 11.87% |
| 5 | Real Estate | 9.07% |
