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
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$95.8M
2
+$39.5M
3
+$28.4M
4
WMB icon
Williams Companies
WMB
+$18.3M
5
OKE icon
Oneok
OKE
+$18M

Top Sells

1
+$645M
2
+$36.7M
3
+$29M
4
APP icon
Applovin
APP
+$28.1M
5
NFLX icon
Netflix
NFLX
+$24.8M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$471K 0.06%
+2,668
152
$465K 0.05%
+2,858
153
$454K 0.05%
+37,326
154
$447K 0.05%
10,576
-100,184
155
$443K 0.05%
+2,374
156
$443K 0.05%
+1,044
157
$404K 0.05%
+2,346
158
$396K 0.05%
376
-4,645
159
$394K 0.05%
+8,597
160
$383K 0.05%
+3,301
161
$365K 0.04%
+33,739
162
$355K 0.04%
+1,071
163
$345K 0.04%
+3,293
164
$337K 0.04%
+4,855
165
$325K 0.04%
+1,357
166
$324K 0.04%
+762
167
$321K 0.04%
1,513
-90,551
168
$321K 0.04%
+516
169
$319K 0.04%
+2,766
170
$316K 0.04%
+1,248
171
$316K 0.04%
+5,016
172
$310K 0.04%
3,961
-183,825
173
$305K 0.04%
+1,125
174
$303K 0.04%
+1,639
175
$300K 0.04%
+885
5 6
7
8 9