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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$197K 0.04%
11,792
177
$197K 0.04%
3,906
-3,042
178
$196K 0.04%
+10,716
179
$193K 0.04%
+664
180
$187K 0.04%
+1,202
181
$186K 0.04%
1,503
182
$185K 0.04%
10,802
183
$183K 0.04%
13,227
+12
184
$177K 0.03%
+1,574
185
$176K 0.03%
17,388
186
$174K 0.03%
888
-7,201
187
$173K 0.03%
+2,090
188
$172K 0.03%
+574
189
$172K 0.03%
2,679
-53
190
$172K 0.03%
+8,312
191
$171K 0.03%
+5,617
192
$171K 0.03%
+1,244
193
$170K 0.03%
+3,556
194
$164K 0.03%
8,942
+1,747
195
$162K 0.03%
+3,753
196
$159K 0.03%
+2,545
197
$158K 0.03%
+649
198
$157K 0.03%
+666
199
$153K 0.03%
+1,132
200
$150K 0.03%
+334
6 7
8
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