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
$641M
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.6M
3
+$10.2M
4
ELF icon
e.l.f. Beauty
ELF
+$9.11M
5
OWL icon
Blue Owl Capital
OWL
+$8.57M

Top Sells

1
+$9.39M
2
+$9.01M
3
+$7.64M
4
HD icon
Home Depot
HD
+$7.49M
5
TGT icon
Target
TGT
+$6.4M

Sector Composition

1 Technology 38.42%
2 Financials 16.28%
3 Communication Services 9.47%
4 Energy 9.12%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18.6K ﹤0.01%
+1,854
202
$18.4K ﹤0.01%
+1,106
203
$17.4K ﹤0.01%
+100
204
$16.6K ﹤0.01%
+122
205
$16.6K ﹤0.01%
+100
206
$15.6K ﹤0.01%
+231
207
$15.4K ﹤0.01%
+774
208
$15.2K ﹤0.01%
+362
209
$14.2K ﹤0.01%
+56
210
$13.8K ﹤0.01%
25
-10,991
211
$13.8K ﹤0.01%
+32
212
$13.5K ﹤0.01%
+212
213
$13.3K ﹤0.01%
39
-21,928
214
$13.1K ﹤0.01%
+53
215
$13K ﹤0.01%
+100
216
$12.8K ﹤0.01%
+88
217
$12.7K ﹤0.01%
+165
218
$12.6K ﹤0.01%
+1,800
219
$12.1K ﹤0.01%
+706
220
$12K ﹤0.01%
+70
221
$12K ﹤0.01%
+183
222
$11.4K ﹤0.01%
266
-13,443
223
$11.2K ﹤0.01%
128
-35,828
224
$10.7K ﹤0.01%
+125
225
$10.7K ﹤0.01%
+128
7 8
9
10 11