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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.26M
3
+$6.25M
4
MU icon
Micron Technology
MU
+$6.16M
5
AEP icon
American Electric Power
AEP
+$5.71M

Top Sells

1
+$10.5M
2
+$9.36M
3
+$7.48M
4
MAA icon
Mid-America Apartment Communities
MAA
+$6.24M
5
AXS icon
AXIS Capital
AXS
+$5.39M

Sector Composition

1 Technology 34.3%
2 Financials 18.09%
3 Communication Services 9.56%
4 Energy 7.15%
5 Real Estate 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 12.28%
687,364
+4,026
2
$56.5M 5.42%
171,385
+2,107
3
$43.1M 4.13%
236,473
+410
4
$36.2M 3.47%
69,886
+466
5
$32.8M 3.14%
45,663
+658
6
$28.7M 2.75%
112,724
+1,643
7
$22.1M 2.12%
349,114
+2,325
8
$21.3M 2.04%
97,124
+21,753
9
$19.9M 1.9%
196,221
+449
10
$17M 1.63%
602,632
+9,938
11
$15.7M 1.5%
21,320
+2,471
12
$14.7M 1.4%
293,321
+33,306
13
$14.5M 1.39%
95,858
+1,996
14
$14.2M 1.36%
58,428
+469
15
$13.6M 1.31%
58,897
+471
16
$13.6M 1.31%
66,939
+1,140
17
$13.4M 1.29%
305,238
-5,630
18
$13.3M 1.27%
182,406
+1,377
19
$12.3M 1.17%
21,551
-319
20
$11.8M 1.13%
55,705
+4,125
21
$11.7M 1.13%
34,407
+862
22
$11.5M 1.1%
404,831
+4,475
23
$10.9M 1.05%
152,687
+1,165
24
$10.1M 0.96%
146,353
+4,647
25
$9.79M 0.94%
67,189
+2,257
1
2 3 4 5