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
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$273K 0.03%
+650
177
$266K 0.03%
22,317
-1,949
178
$263K 0.03%
+5,016
179
$261K 0.03%
+840
180
$248K 0.03%
+1,400
181
$241K 0.03%
+546
182
$236K 0.03%
+3,180
183
$223K 0.02%
+1,401
184
$222K 0.02%
+1,678
185
$221K 0.02%
+506
186
$219K 0.02%
12,188
187
$205K 0.02%
+6,057
188
$203K 0.02%
+4,000
189
$196K 0.02%
11,195
190
$170K 0.02%
14,908
191
$126K 0.01%
+15,000
192
$113K 0.01%
11,375
193
$81.2K 0.01%
10,988
194
– –
-5,084
195
– –
-161,423
196
– –
-45,002
197
– –
-30,723
198
– –
-24,153
199
– –
-67,878
200
– –
-28,996
5 6 7
8
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