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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.05%
956
+51
152
$283K 0.05%
1,112
+2
153
$282K 0.05%
16,520
+4,728
154
$274K 0.05%
19,039
+714
155
$270K 0.05%
4,410
+356
156
$263K 0.05%
3,241
+2,427
157
$261K 0.05%
5,974
158
$260K 0.05%
11,471
+1,150
159
$252K 0.04%
16,120
160
$250K 0.04%
25,744
-10,602
161
$246K 0.04%
11,230
162
$244K 0.04%
4,070
-135
163
$239K 0.04%
+5,409
164
$230K 0.04%
3,504
-52
165
$225K 0.04%
4,105
-106
166
$222K 0.04%
5,300
167
$221K 0.04%
1,503
168
$220K 0.04%
14,908
169
$218K 0.04%
384
+50
170
$218K 0.04%
1,202
171
$218K 0.04%
4,214
+2,575
172
$215K 0.04%
1,461
+329
173
$214K 0.04%
3,395
-45
174
$212K 0.04%
574
175
$212K 0.04%
1,552
-22
5 6
7
8 9