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
$849M
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$98.4M
2
+$31.5M
3
+$28.7M
4
JXN icon
Jackson Financial
JXN
+$19.1M
5
OKE icon
Oneok
OKE
+$18.4M

Top Sells

1
+$623M
2
+$34.5M
3
+$29M
4
NFLX icon
Netflix
NFLX
+$22.9M
5
APP icon
Applovin
APP
+$21.9M

Sector Composition

1 Technology 31.27%
2 Financials 17.63%
3 Communication Services 8.69%
4 Energy 8.13%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.04%
+3,638
177
$299K 0.04%
+1,338
178
$295K 0.03%
+2,947
179
$295K 0.03%
+6,321
180
$293K 0.03%
+1,897
181
$288K 0.03%
+1,137
182
$288K 0.03%
+5,433
183
$286K 0.03%
+1,501
184
$285K 0.03%
+1,527
185
$279K 0.03%
+1,241
186
$278K 0.03%
11,877
-205
187
$267K 0.03%
+1,259
188
$267K 0.03%
+495
189
$255K 0.03%
+3,448
190
$249K 0.03%
+1,365
191
$244K 0.03%
+19,905
192
$239K 0.03%
+849
193
$227K 0.03%
+5,300
194
$217K 0.03%
+1,636
195
$217K 0.03%
+1,426
196
$215K 0.03%
+1,666
197
$213K 0.03%
+1,624
198
$211K 0.02%
+11,195
199
$205K 0.02%
+2,072
200
$199K 0.02%
+10,745
6 7
8
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