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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$294K 0.07%
3,938
+15
152
$288K 0.07%
2,531
-303
153
$281K 0.06%
3,012
+9
154
$279K 0.06%
651
-176
155
$268K 0.06%
1,581
156
$254K 0.06%
2,193
-231
157
$222K 0.05%
13,185
+40
158
$219K 0.05%
1,612
-94
159
$218K 0.05%
5,335
-705
160
$214K 0.05%
+3,247
161
$210K 0.05%
+1,494
162
$206K 0.05%
14,288
-1,495
163
$205K 0.05%
+7,580
164
$204K 0.05%
+4,182
165
$201K 0.05%
+1,120
166
$200K 0.05%
+6,303
167
$186K 0.04%
11,642
+61
168
$160K 0.04%
14,908
169
$151K 0.03%
22,256
170
$123K 0.03%
17,388
171
$122K 0.03%
11,267
-2,677
172
$120K 0.03%
11,012
173
$117K 0.03%
11,375
174
$73K 0.02%
1,250
175
– –
-8,504
4 5 6
7
8