IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Est. Return
43.53%
1 Year Est. Return
+43.53%
AUM
$937M
AUM Growth
+$181M
(+24%)
Holding
206
Top Buys
| 1 | +$11M | |
| 2 | +$7.26M | |
| 3 | +$6.97M | |
| 4 |
CareTrust REIT
CTRE
|
+$6.93M |
| 5 |
Palantir
PLTR
|
+$6.78M |
Top Sells
| 1 | +$9.31M | |
| 2 | +$7.01M | |
| 3 | +$6.61M | |
| 4 |
Apple
AAPL
|
+$5.24M |
| 5 |
JPMorgan Chase
JPM
|
+$4.95M |
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 | |
|---|---|---|---|---|---|---|
201
LyondellBasell Industries
LYB
$15.6B
| – | – |
-59,936
|
|
||
202
Newmont
NEM
$84.4B
| – | – |
-89,542
|
|
||
203
Parker-Hannifin
PH
$98.7B
| – | – |
-6,628
|
|
||
204
Qualcomm
QCOM
$198B
| – | – |
-60,618
|
|
||
205
Invesco S&P 500 Pure Growth ETF
RPG
$1.77B
| – | – |
-35,651
|
|
||
206
Tanger
SKT
$3.78B
| – | – |
-22,329
|
|