IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.73M
3
+$5.92M
4
UBER icon
Uber
UBER
+$5.1M
5
DOC icon
Healthpeak Properties
DOC
+$5.06M

Top Sells

1
+$7.53M
2
+$7.27M
3
+$7.19M
4
ELF icon
e.l.f. Beauty
ELF
+$5.52M
5
BKNG icon
Booking.com
BKNG
+$5.07M

Sector Composition

1 Technology 29.26%
2 Financials 20.13%
3 Energy 9.77%
4 Communication Services 8.32%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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