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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$265K 0.05%
+6,222
152
$262K 0.05%
1,110
+1
153
$258K 0.05%
1,705
154
$257K 0.05%
1,171
+197
155
$255K 0.05%
16,120
156
$251K 0.05%
18,325
+90
157
$245K 0.05%
1,755
+5
158
$241K 0.05%
+3,505
159
$239K 0.05%
+905
160
$238K 0.05%
11,230
161
$238K 0.05%
4,054
+103
162
$236K 0.05%
10,321
+25
163
$232K 0.04%
4,205
+5
164
$227K 0.04%
+4,788
165
$226K 0.04%
+4,373
166
$225K 0.04%
361
167
$219K 0.04%
5,974
168
$219K 0.04%
14,908
169
$215K 0.04%
+1,752
170
$213K 0.04%
+3,440
171
$209K 0.04%
+4,926
172
$204K 0.04%
+1,038
173
$203K 0.04%
5,300
174
$199K 0.04%
+4,211
175
$199K 0.04%
+1,939
5 6
7
8 9