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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$83.2K 0.01%
+2,000
152
$82.9K 0.01%
+630
153
$77.7K 0.01%
+76
154
$75.2K 0.01%
1,247
-2,935
155
$72K 0.01%
+280
156
$64.8K 0.01%
+410
157
$56.7K 0.01%
+808
158
$53.9K 0.01%
+809
159
$51.4K 0.01%
+233
160
$49K 0.01%
+476
161
$48.9K 0.01%
+200
162
$47.5K 0.01%
+3,000
163
$45.9K 0.01%
+239
164
$45.6K 0.01%
389
-65,155
165
$44.8K 0.01%
+57
166
$43.7K 0.01%
+328
167
$41.6K 0.01%
+300
168
$40.5K 0.01%
+1,049
169
$40K 0.01%
+900
170
$39.4K 0.01%
+716
171
$38.6K 0.01%
+524
172
$37.1K 0.01%
+181
173
$36.8K 0.01%
+693
174
$36.7K 0.01%
+268
175
$36.7K 0.01%
+1,246
5 6
7
8 9