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
$443M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.17M
3
+$2.48M
4
CAT icon
Caterpillar
CAT
+$1.91M
5
SBUX icon
Starbucks
SBUX
+$1.9M

Top Sells

1
+$4.95M
2
+$2.34M
3
+$2.16M
4
AMAT icon
Applied Materials
AMAT
+$1.96M
5
VZ icon
Verizon
VZ
+$1.76M

Sector Composition

1 Technology 17.43%
2 Energy 15.87%
3 Healthcare 12.02%
4 Financials 9.89%
5 Real Estate 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 3.41%
62,988
-147
2
$14.2M 3.21%
109,213
-1,492
3
$12.4M 2.8%
188,306
+7,269
4
$11.6M 2.61%
64,379
-696
5
$11.2M 2.54%
767,810
-7,640
6
$10.7M 2.41%
324,563
-863
7
$10.1M 2.28%
180,580
+33,160
8
$9.6M 2.17%
18,103
-150
9
$9.39M 2.12%
80,694
-1,191
10
$8.94M 2.02%
63,313
+41,440
11
$8.69M 1.96%
48,084
+96
12
$8.58M 1.94%
235,108
-5,898
13
$8.56M 1.93%
102,345
-5,161
14
$8.38M 1.89%
212,822
-44,743
15
$8.18M 1.85%
50,587
-13,351
16
$7.89M 1.78%
138,546
-767
17
$7.85M 1.77%
45,176
+2,654
18
$7.38M 1.67%
143,973
-1,287
19
$6.94M 1.57%
21,967
-1,619
20
$6.94M 1.57%
33,396
+6,455
21
$6.52M 1.47%
65,544
+29
22
$6.45M 1.46%
24,571
+705
23
$6.43M 1.45%
349,323
+73,444
24
$6.4M 1.45%
42,912
-1,830
25
$6.07M 1.37%
11,016
+2,841
1
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