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
$311M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.8M
3
+$3.64M
4
CSCO icon
Cisco
CSCO
+$3.47M
5
VIRT icon
Virtu Financial
VIRT
+$3.36M

Top Sells

1
+$4.07M
2
+$3.87M
3
+$3.3M
4
GIS icon
General Mills
GIS
+$3.1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.21M

Sector Composition

1 Technology 21.62%
2 Healthcare 12.56%
3 Communication Services 8.94%
4 Financials 8.64%
5 Real Estate 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 4.84%
74,032
-3,135
2
$11.4M 3.65%
124,668
-4,260
3
$10.8M 3.47%
196,069
-7,428
4
$8.22M 2.64%
32,825
+6,559
5
$7.71M 2.48%
811,640
+10,160
6
$7.2M 2.31%
315,415
+1,439
7
$6.74M 2.17%
34,905
+8,850
8
$6.58M 2.12%
108,581
+2,110
9
$6.46M 2.07%
70,788
+18,064
10
$6.09M 1.96%
156,143
-25,034
11
$6M 1.93%
47,220
+4,859
12
$5.57M 1.79%
15,253
-221
13
$5.51M 1.77%
18,673
+6,467
14
$5.17M 1.66%
86,108
-1,664
15
$5.15M 1.66%
42,960
-2,534
16
$5.03M 1.61%
93,190
+1,074
17
$5.02M 1.61%
85,437
-4,531
18
$4.83M 1.55%
139,312
+11,704
19
$4.8M 1.54%
79,404
-660
20
$4.71M 1.52%
30,083
+197
21
$4.62M 1.49%
300,737
-2,519
22
$4.54M 1.46%
+12,518
23
$4.36M 1.4%
26,052
-229
24
$4.34M 1.39%
234,416
-927
25
$4.2M 1.35%
37,777
-504
1
2 3 4 5