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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.04%
1,820
-119
177
$210K 0.04%
833
-55
178
$208K 0.04%
1,201
+252
179
$205K 0.04%
8,312
180
$205K 0.04%
+3,069
181
$204K 0.04%
10,716
182
$203K 0.04%
4,659
-267
183
$201K 0.04%
5,537
-80
184
$201K 0.04%
10,802
185
$183K 0.03%
13,253
+26
186
$166K 0.03%
17,388
187
$162K 0.03%
10,201
+2,743
188
$161K 0.03%
10,445
+2,184
189
$153K 0.03%
+13,108
190
$152K 0.03%
8,952
+10
191
$142K 0.03%
10,162
+7
192
$79K 0.01%
1,250
193
– –
-1,505
194
– –
-38
195
– –
-3,505
196
– –
-2,744
197
– –
-410
198
– –
-590
199
– –
-698
200
– –
-161
6 7
8
9 10