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

Top Buys

1
+$6.98M
2
+$5.44M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$4.68M
5
CVX icon
Chevron
CVX
+$3.64M

Top Sells

1
+$8.32M
2
+$7.79M
3
+$5.88M
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
– –
-6,500
202
– –
-6,424
203
– –
-3,395
204
– –
-118,535
205
– –
-33,436
206
– –
-8,069
207
– –
-8,260
208
– –
-38,983
209
– –
-1,503
210
– –
-5,974
5 6 7 8
9