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
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$39.5M
3
+$28.4M
4
WMB icon
Williams Companies
WMB
+$18.3M
5
OKE icon
Oneok
OKE
+$18M

Top Sells

1
+$645M
2
+$36.7M
3
+$29M
4
APP icon
Applovin
APP
+$28.1M
5
NFLX icon
Netflix
NFLX
+$24.8M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$804K 0.09%
1,920
-27,742
127
$781K 0.09%
3,537
-13,001
128
$762K 0.09%
2,628
-10,252
129
$742K 0.09%
+40,727
130
$738K 0.09%
+19,831
131
$736K 0.09%
12,803
-7,318
132
$733K 0.09%
+21,467
133
$717K 0.08%
+6,555
134
$715K 0.08%
+6,205
135
$705K 0.08%
+5,592
136
$699K 0.08%
+7,733
137
$661K 0.08%
+8,234
138
$639K 0.08%
+5,741
139
$627K 0.07%
+8,390
140
$627K 0.07%
19,214
-17,282
141
$585K 0.07%
+3,111
142
$569K 0.07%
+2,951
143
$552K 0.07%
+2,820
144
$551K 0.06%
+11,006
145
$537K 0.06%
3,008
-20,957
146
$532K 0.06%
+1,152
147
$503K 0.06%
6,420
-38,628
148
$503K 0.06%
+3,999
149
$498K 0.06%
+3,446
150
$474K 0.06%
+29,422
4 5
6
7 8