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

Top Buys

1
+$5.05M
2
+$3.45M
3
+$2.6M
4
COF icon
Capital One
COF
+$2.38M
5
CHTR icon
Charter Communications
CHTR
+$1.56M

Top Sells

1
+$4.78M
2
+$3.47M
3
+$2.54M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.46M
5
UNP icon
Union Pacific
UNP
+$1.56M

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%
+5,630
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
9 10