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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.67M
3
+$2.34M
4
SBUX icon
Starbucks
SBUX
+$1.81M
5
LIN icon
Linde
LIN
+$1.76M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.05M
4
AMAT icon
Applied Materials
AMAT
+$1.94M
5
BX icon
Blackstone
BX
+$1.72M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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177
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179
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180
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181
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-30,965
182
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-7,434
183
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-10,802
184
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-271,472
185
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-3,428
186
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-4,351
187
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-3,996
4 5 6 7
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