IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
+4.89%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$26.3M
(+14%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
9.95%
Top 10 Holdings %
Top 10 Hldgs %
25.12%
Holding
478
New
361
Increased
58
Reduced
40
Closed
17
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.68M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$3.21M |
| 3 |
Morgan Stanley
MS
|
$3.2M |
| 4 |
Lincoln National
LNC
|
$3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.96M |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.49M |
| 2 |
3M
MMM
|
$3.2M |
| 3 |
Invesco
IVZ
|
$2.85M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$2.7M |
| 5 |
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% |
