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
$209M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.21M
3
+$3.2M
4
LNC icon
Lincoln National
LNC
+$3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.96M

Top Sells

1
+$3.49M
2
+$3.2M
3
+$2.85M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
NWL icon
Newell Brands
NWL
+$2.48M

Sector Composition

1 Communication Services 14.1%
2 Industrials 12.13%
3 Financials 11.84%
4 Healthcare 11.2%
5 Technology 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
+585
227
$19K 0.01%
386
-12,122
228
$19K 0.01%
+295
229
$19K 0.01%
+213
230
$18K 0.01%
+190
231
$18K 0.01%
219
-27,645
232
$18K 0.01%
+499
233
$17K 0.01%
+136
234
$17K 0.01%
+341
235
$17K 0.01%
+206
236
$17K 0.01%
+300
237
$17K 0.01%
+278
238
$17K 0.01%
+215
239
$17K 0.01%
+204
240
$16K 0.01%
+209
241
$16K 0.01%
+369
242
$16K 0.01%
+866
243
$16K 0.01%
+580
244
$16K 0.01%
+712
245
$16K 0.01%
+390
246
$16K 0.01%
+585
247
$16K 0.01%
+176
248
$15K 0.01%
+99
249
$15K 0.01%
+193
250
$15K 0.01%
+312
8 9
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