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
$219M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$3.51M
3
+$3.25M
4
LOW icon
Lowe's Companies
LOW
+$2.53M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$2.1M

Top Sells

1
+$5.18M
2
+$4.45M
3
+$4.24M
4
BBY icon
Best Buy
BBY
+$4.18M
5
GD icon
General Dynamics
GD
+$4.01M

Sector Composition

1 Technology 13.44%
2 Financials 10.79%
3 Communication Services 7.78%
4 Industrials 7.04%
5 Real Estate 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.4M 18.93%
410,574
+379,016
2
$9.64M 4.4%
171,448
-678
3
$9.46M 4.32%
93,140
-14,253
4
$5.85M 2.67%
23,472
-5,856
5
$5.39M 2.46%
124,348
+447
6
$5.31M 2.42%
122,172
+1,096
7
$5.28M 2.41%
40,011
-13,092
8
$4.56M 2.08%
86,960
+4,901
9
$4.44M 2.03%
47,019
+1,522
10
$4.42M 2.02%
49,620
+659
11
$4.23M 1.93%
43,348
-10,144
12
$4.04M 1.85%
23,537
-3,426
13
$3.89M 1.78%
83,163
-155
14
$3.8M 1.74%
45,878
-914
15
$3.73M 1.7%
94,628
-9,768
16
$3.64M 1.66%
13,889
-179
17
$3.63M 1.66%
168,247
-94,441
18
$3.56M 1.63%
47,539
-749
19
$3.51M 1.6%
+101,150
20
$3.47M 1.58%
101,303
-10,347
21
$3.37M 1.54%
1,009,040
-104,880
22
$3.34M 1.53%
17,762
-379
23
$3.25M 1.48%
+38,156
24
$3.19M 1.46%
20,818
-1,218
25
$3.15M 1.44%
15,423
+17
1
2 3 4 5