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
$565M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.71M
3
+$5.14M
4
WMB icon
Williams Companies
WMB
+$4.93M
5
HRB icon
H&R Block
HRB
+$4.7M

Top Sells

1
+$6.67M
2
+$5.76M
3
+$5.26M
4
HBI icon
Hanesbrands
HBI
+$5.08M
5
UNM icon
Unum
UNM
+$4.57M

Sector Composition

1 Technology 25.04%
2 Financials 10.34%
3 Real Estate 9.13%
4 Healthcare 7.89%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 4.79%
920,690
-610
2
$25.7M 4.55%
76,493
+469
3
$20.2M 3.57%
113,687
+2,607
4
$12.2M 2.15%
52,584
+16
5
$11.2M 1.98%
38,272
+14,739
6
$10.7M 1.9%
206,716
+2,210
7
$10.4M 1.83%
56,649
+610
8
$9.36M 1.66%
22,562
+269
9
$9.32M 1.65%
140,040
+2,590
10
$8.85M 1.57%
41,274
+691
11
$8.53M 1.51%
173,559
-1,436
12
$8.49M 1.5%
90,954
+1,275
13
$8.32M 1.47%
44,127
+658
14
$8.09M 1.43%
48,540
+600
15
$7.85M 1.39%
18,945
+374
16
$7.79M 1.38%
154,713
+8,839
17
$7.71M 1.37%
94,889
+340
18
$7.7M 1.36%
53,120
+340
19
$7.55M 1.34%
44,861
-770
20
$7.36M 1.3%
14,651
+157
21
$6.76M 1.2%
115,034
+3,390
22
$6.75M 1.19%
96,399
+897
23
$6.74M 1.19%
200,856
+11,998
24
$6.55M 1.16%
9,823
+1,529
25
$6.22M 1.1%
57,448
+57,181
1
2 3 4 5