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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$335K 0.03%
1,140
+1
177
$314K 0.03%
701
-705
178
$313K 0.03%
3,731
+21
179
$303K 0.03%
3,700
180
$302K 0.03%
6,275
181
$298K 0.03%
7,782
+31
182
$288K 0.03%
931
-2,456
183
$275K 0.03%
602
-48
184
$274K 0.03%
22,317
185
$258K 0.02%
7,216
+1,159
186
$256K 0.02%
12,188
187
$253K 0.02%
546
188
$247K 0.02%
5,000
-16
189
$239K 0.02%
3,181
+1
190
$235K 0.02%
1,685
+7
191
$232K 0.02%
5,320
-12,162
192
$231K 0.02%
+1,870
193
$216K 0.02%
1,408
+7
194
$211K 0.02%
2,799
-2,411
195
$210K 0.02%
498
-8
196
$202K 0.02%
2,579
-5,846
197
$201K 0.02%
+854
198
$201K 0.02%
+2,123
199
$200K 0.02%
+997
200
$170K 0.02%
14,908
5 6 7
8
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