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
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$472K 0.05%
+4,735
152
$465K 0.05%
+11,532
153
$458K 0.05%
+2,097
154
$450K 0.05%
+5,416
155
$445K 0.05%
37,326
156
$438K 0.05%
27,175
+37
157
$433K 0.05%
+1,340
158
$408K 0.04%
+8,461
159
$378K 0.04%
+3,444
160
$362K 0.04%
5,210
-101,031
161
$358K 0.04%
+5,300
162
$354K 0.04%
+2,890
163
$350K 0.04%
+528
164
$350K 0.04%
33,739
165
$327K 0.03%
2,984
-17,041
166
$326K 0.03%
+1,917
167
$324K 0.03%
+1,139
168
$321K 0.03%
+1,653
169
$310K 0.03%
+5,133
170
$297K 0.03%
3,710
-11,037
171
$288K 0.03%
+7,751
172
$287K 0.03%
+3,700
173
$284K 0.03%
13,521
+408
174
$281K 0.03%
+6,275
175
$278K 0.03%
+2,634
5 6
7
8 9