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
$937M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.29M
3
+$6.53M
4
SMG icon
ScottsMiracle-Gro
SMG
+$6.11M
5
PLTR icon
Palantir
PLTR
+$5.83M

Top Sells

1
+$9.31M
2
+$7.02M
3
+$6.61M
4
AAPL icon
Apple
AAPL
+$5.16M
5
BLK icon
Blackrock
BLK
+$4.81M

Sector Composition

1 Technology 32.11%
2 Financials 19.1%
3 Communication Services 8.33%
4 Energy 7.91%
5 Real Estate 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-59,936
202
– –
-89,542
203
– –
-6,628
204
– –
-60,618
205
– –
-35,651
206
– –
-22,329
5 6 7 8
9