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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$549K 0.05%
3,475
+4
152
$549K 0.05%
+5,721
153
$530K 0.05%
+2,401
154
$525K 0.05%
5,300
155
$519K 0.05%
10,344
-42
156
$510K 0.05%
+1,378
157
$501K 0.05%
+5,381
158
$501K 0.05%
11,567
+35
159
$493K 0.05%
5,294
-122
160
$478K 0.05%
+7,984
161
$453K 0.04%
27,307
+132
162
$449K 0.04%
+6,869
163
$444K 0.04%
1,349
+9
164
$439K 0.04%
+16,030
165
$432K 0.04%
+6,898
166
$428K 0.04%
8,439
-22
167
$420K 0.04%
4,504
+280
168
$414K 0.04%
2,919
+29
169
$410K 0.04%
3,461
+17
170
$377K 0.04%
30,039
-7,287
171
$372K 0.04%
740
-10,897
172
$360K 0.03%
5,335
+202
173
$357K 0.03%
33,739
174
$350K 0.03%
1,927
+10
175
$338K 0.03%
1,660
+7
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7
8 9