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
$369M
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.2M
3
+$12.4M
4
CVX icon
Chevron
CVX
+$11.5M
5
NVDA icon
NVIDIA
NVDA
+$11.2M

Top Sells

1
+$9.78K
2
+$9.22K
3
+$6.64K
4
BKNG icon
Booking.com
BKNG
+$6.63K
5
AMD icon
Advanced Micro Devices
AMD
+$6.56K

Sector Composition

1 Technology 20.92%
2 Energy 19.04%
3 Healthcare 14.43%
4 Financials 11.87%
5 Real Estate 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 4.09%
62,988
+62,917
2
$14.2M 3.85%
109,213
+109,096
3
$12.4M 3.35%
188,306
+188,135
4
$11.6M 3.13%
64,379
+64,337
5
$11.2M 3.04%
767,810
+766,990
6
$10.7M 2.89%
324,563
+324,247
7
$10.1M 2.74%
180,580
+180,400
8
$9.6M 2.6%
18,103
+18,093
9
$9.39M 2.55%
+80,694
10
$8.69M 2.35%
48,084
+48,047
11
$8.58M 2.33%
235,108
+234,891
12
$8.56M 2.32%
102,345
+102,262
13
$8.38M 2.27%
212,822
+212,622
14
$8.18M 2.22%
50,587
+50,538
15
$7.89M 2.14%
138,546
+138,411
16
$7.85M 2.13%
45,176
+45,154
17
$7.38M 2%
+143,973
18
$6.94M 1.88%
21,967
+21,956
19
$6.94M 1.88%
33,396
+33,360
20
$6.52M 1.77%
65,544
+65,538
21
$6.45M 1.75%
24,571
+24,547
22
$6.43M 1.74%
349,323
+348,765
23
$6.4M 1.73%
+42,912
24
$6.07M 1.64%
+11,016
25
$5.93M 1.61%
53,965
+53,914
1
2 3 4 5