We are live on ! Find out more
IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$130K 0.01%
15,000
202
$116K 0.01%
11,375
203
$83.4K 0.01%
10,988
204
– –
-51,927
205
– –
-67,426
206
– –
-4,735
207
– –
-100,928
208
– –
-270,758
209
– –
-3,572
210
– –
-2,634
211
– –
-5,138
212
– –
-6,042
213
– –
-4,000
214
– –
-14,684
215
– –
-42,174
216
– –
-11,195
217
– –
-3,033
5 6 7 8
9