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
$756M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$6.36M
3
+$5.51M
4
DOC icon
Healthpeak Properties
DOC
+$5.06M
5
UBER icon
Uber
UBER
+$5.04M

Top Sells

1
+$8.81M
2
+$7.27M
3
+$7.19M
4
ELF icon
e.l.f. Beauty
ELF
+$5.52M
5
BKNG icon
Booking.com
BKNG
+$5.07M

Sector Composition

1 Technology 29.26%
2 Financials 20.13%
3 Energy 9.77%
4 Communication Services 8.32%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
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