IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$778K 0.08%
+1,099
127
$775K 0.08%
+1,651
128
$764K 0.08%
+1,406
129
$762K 0.08%
+2,849
130
$753K 0.08%
+3,033
131
$729K 0.08%
9,077
-1,729
132
$714K 0.08%
+17,482
133
$701K 0.07%
41,903
-387
134
$696K 0.07%
+6,458
135
$682K 0.07%
+8,425
136
$682K 0.07%
+19,756
137
$647K 0.07%
15,736
+4,515
138
$641K 0.07%
+2,105
139
$624K 0.07%
+4,918
140
$608K 0.06%
+1,140
141
$596K 0.06%
+2,911
142
$562K 0.06%
+5,138
143
$557K 0.06%
+2,871
144
$547K 0.06%
+4,300
145
$545K 0.06%
+6,573
146
$532K 0.06%
+4,826
147
$525K 0.06%
+2,865
148
$521K 0.06%
10,386
-223
149
$517K 0.06%
+3,471
150
$488K 0.05%
+3,195
4 5
6
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