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
$285M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.81M
3
+$3.34M
4
CMCSA icon
Comcast
CMCSA
+$3.34M
5
CELG
Celgene Corp
CELG
+$2.91M

Top Sells

1
+$30M
2
+$4.42M
3
+$3.51M
4
CME icon
CME Group
CME
+$3.34M
5
HON icon
Honeywell
HON
+$3.11M

Sector Composition

1 Technology 14.21%
2 Energy 9%
3 Healthcare 8.87%
4 Real Estate 8.73%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 4.11%
115,404
-295,170
2
$10.2M 3.57%
86,420
-6,720
3
$9.34M 3.28%
158,033
-13,415
4
$6.95M 2.44%
128,711
+4,363
5
$6.28M 2.2%
129,928
+7,756
6
$6.26M 2.19%
32,606
+9,069
7
$6.06M 2.12%
103,051
+16,091
8
$5.94M 2.08%
58,711
+15,363
9
$5.9M 2.07%
37,784
-2,227
10
$5.77M 2.02%
54,381
+7,362
11
$5.74M 2.01%
242,148
+73,901
12
$5.59M 1.96%
1,245,600
+236,560
13
$5.09M 1.79%
107,284
+12,656
14
$4.8M 1.68%
20,398
+4,760
15
$4.44M 1.56%
85,044
+1,881
16
$4.37M 1.53%
14,556
+667
17
$4.27M 1.5%
106,881
+83,506
18
$4.25M 1.49%
48,973
+3,095
19
$4.25M 1.49%
+38,391
20
$4.21M 1.48%
49,627
+2,088
21
$4.21M 1.48%
60,271
+18,599
22
$3.84M 1.35%
105,063
+3,760
23
$3.81M 1.34%
+113,460
24
$3.8M 1.33%
15,360
-8,112
25
$3.77M 1.32%
39,490
+1,334
1
2 3 4 5