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
$522M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$7.19M
2 +$6.12M
3 +$5.43M
4
PFE icon
Pfizer
PFE
+$5.22M
5
CVX icon
Chevron
CVX
+$4.14M

Top Sells

1 +$8.32M
2 +$7.79M
3 +$5.9M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.14M
5
TSM icon
TSMC
TSM
+$4.7M

Sector Composition

1 Technology 21.7%
2 Financials 10.71%
3 Real Estate 9.08%
4 Healthcare 9.02%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-16,393
202
-39,074
203
-44,127
204
-13,108
205
-6,500
206
-6,424
207
-3,395
208
-118,535
209
-33,436
210
-8,069