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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$35.4K 0.01%
1,250
177
$33.5K 0.01%
+172
178
$32.5K 0.01%
+500
179
$28.2K ﹤0.01%
+265
180
$27.9K ﹤0.01%
+298
181
$27.8K ﹤0.01%
+138
182
$24.7K ﹤0.01%
+191
183
$24.7K ﹤0.01%
+244
184
$23.6K ﹤0.01%
+53
185
$23.4K ﹤0.01%
+335
186
$23.4K ﹤0.01%
+166
187
$23.3K ﹤0.01%
+84
188
$22.7K ﹤0.01%
+250
189
$22.7K ﹤0.01%
+152
190
$22.5K ﹤0.01%
+130
191
$22.1K ﹤0.01%
+2,644
192
$22K ﹤0.01%
785
-143,188
193
$21.3K ﹤0.01%
+439
194
$21.1K ﹤0.01%
+1,500
195
$21.1K ﹤0.01%
83
-11,152
196
$20.3K ﹤0.01%
+4,395
197
$20.1K ﹤0.01%
+59
198
$19.5K ﹤0.01%
+164
199
$18.9K ﹤0.01%
+91
200
$18.7K ﹤0.01%
+40
6 7
8
9 10