IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
-1.17%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$756M
AUM Growth
-$93.1M
(-11%)
Cap. Flow
-$59.1M
Cap. Flow
% of AUM
-7.82%
Top 10 Holdings %
Top 10 Hldgs %
33.94%
Holding
221
New
17
Increased
64
Reduced
34
Closed
99
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$8.58M |
| 2 |
Mid-America Apartment Communities
MAA
|
$6.73M |
| 3 |
CME Group
CME
|
$5.92M |
| 4 |
Uber
UBER
|
$5.1M |
| 5 |
Healthpeak Properties
DOC
|
$5.06M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.53M |
| 2 |
Whirlpool
WHR
|
$7.27M |
| 3 |
Comcast
CMCSA
|
$7.19M |
| 4 |
e.l.f. Beauty
ELF
|
$5.52M |
| 5 |
Booking.com
BKNG
|
$5.07M |
Sector Composition
| 1 | Technology | 29.26% |
| 2 | Financials | 20.13% |
| 3 | Energy | 9.77% |
| 4 | Communication Services | 8.32% |
| 5 | Real Estate | 5.61% |
