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
$519M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.19M
3
+$2.52M
4
COF icon
Capital One
COF
+$2.36M
5
TSLA icon
Tesla
TSLA
+$1.62M

Top Sells

1
+$4.49M
2
+$3.14M
3
+$2.46M
4
BABA icon
Alibaba
BABA
+$2.1M
5
UNP icon
Union Pacific
UNP
+$1.41M

Sector Composition

1 Technology 21.24%
2 Financials 13.43%
3 Communication Services 7.69%
4 Real Estate 7.61%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$148K 0.03%
+3,221
202
$145K 0.03%
+930
203
$144K 0.03%
+698
204
$143K 0.03%
+1,745
205
$143K 0.03%
+2,744
206
$142K 0.03%
+949
207
$139K 0.03%
10,155
+6
208
$138K 0.03%
+1,047
209
$136K 0.03%
+1,505
210
$134K 0.03%
+1,050
211
$133K 0.03%
+2,038
212
$133K 0.03%
+2,861
213
$131K 0.03%
+679
214
$129K 0.02%
2,244
-78,032
215
$128K 0.02%
+781
216
$127K 0.02%
+8,261
217
$126K 0.02%
+696
218
$125K 0.02%
+7,458
219
$122K 0.02%
+1,633
220
$119K 0.02%
+7,959
221
$112K 0.02%
+2,056
222
$110K 0.02%
+2,750
223
$109K 0.02%
+5,009
224
$109K 0.02%
+1,188
225
$99K 0.02%
+5,547
7 8
9
10 11