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
$460K
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.77K
2
+$3.39K
3
+$2.64K
4
NFLX icon
Netflix
NFLX
+$2.42K
5
LMT icon
Lockheed Martin
LMT
+$567

Top Sells

1
+$40.8M
2
+$26.2M
3
+$21.4M
4
AVGO icon
Broadcom
AVGO
+$20.6M
5
OKE icon
Oneok
OKE
+$12.1M

Sector Composition

1 Technology 33.81%
2 Financials 14%
3 Energy 11.44%
4 Communication Services 10.15%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5K 8.8%
820
-827,050
2
$26.8K 5.83%
71
-69,305
3
$22.5K 4.88%
117
-111,517
4
$20.5K 4.45%
180
-181,560
5
$12K 2.6%
171
-172,755
6
$11.4K 2.48%
75
-19,425
7
$11K 2.39%
316
-315,141
8
$10.5K 2.28%
217
-218,963
9
$9.78K 2.13%
223
-171,403
10
$9.36K 2.04%
558
-101,722
11
$9.29K 2.02%
36
-33,544
12
$9.22K 2%
180
-176,633
13
$8.9K 1.93%
135
-136,407
14
$7.69K 1.67%
52
-51,390
15
$7.68K 1.67%
55
-51,197
16
$7.66K 1.66%
49
-50,121
17
$7.55K 1.64%
200
-214,233
18
$7.31K 1.59%
51
-53,445
19
$7.05K 1.53%
24
-24,718
20
$6.79K 1.48%
19
-17,854
21
$6.7K 1.46%
41
-41,442
22
$6.64K 1.44%
446
-307,923
23
$6.63K 1.44%
2
-1,598
24
$6.56K 1.43%
45
-24,154
25
$6.31K 1.37%
42
-42,347
1
2 3 4 5