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
$369M
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$55.6M
2 +$25.5M
3 +$22.4M
4
AAPL icon
Apple
AAPL
+$19.8M
5
MPC icon
Marathon Petroleum
MPC
+$13.8M

Top Sells

1 +$9.78K
2 +$9.22K
3 +$6.64K
4
BKNG icon
Booking.com
BKNG
+$6.63K
5
AMD icon
Advanced Micro Devices
AMD
+$6.56K

Sector Composition

1 Technology 20.92%
2 Energy 19.04%
3 Healthcare 14.43%
4 Financials 11.87%
5 Real Estate 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-13
152
-13