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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$880K 0.08%
10,546
+25
127
$876K 0.08%
+18,358
128
$863K 0.08%
9,031
-46
129
$856K 0.08%
925
-4,789
130
$853K 0.08%
21,573
-438
131
$845K 0.08%
5,210
-24,320
132
$808K 0.08%
2,658
-86
133
$807K 0.08%
2,889
+40
134
$780K 0.07%
7,744
135
$763K 0.07%
2,202
+1,362
136
$721K 0.07%
19,726
-30
137
$717K 0.07%
6,361
-97
138
$709K 0.07%
15,916
+180
139
$708K 0.07%
41,611
-292
140
$701K 0.07%
2,105
141
$664K 0.06%
4,981
+63
142
$629K 0.06%
2,913
+2
143
$608K 0.06%
4,784
-42
144
$603K 0.06%
+5,199
145
$597K 0.06%
3,218
+23
146
$587K 0.06%
2,868
+3
147
$567K 0.05%
2,871
148
$564K 0.05%
4,300
149
$561K 0.05%
1,142
+2
150
$556K 0.05%
6,611
+38
4 5
6
7 8