IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.79M
3
+$2.69M
4
BBY icon
Best Buy
BBY
+$2.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.42M

Top Sells

1
+$5.1M
2
+$3.68M
3
+$3.25M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Communication Services 19.61%
2 Financials 18.63%
3 Technology 16.08%
4 Industrials 14.33%
5 Healthcare 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-110
227
– –
-165
228
– –
-4,827
229
– –
-1,112
230
– –
-11,390
231
– –
-78
232
– –
-12,872
233
– –
-50
234
– –
-78
235
– –
-225
236
– –
-17,085
237
– –
-57
238
– –
-135
239
– –
-43
240
– –
-101
241
– –
-31
242
– –
-1,198
243
– –
-2,035
244
– –
-385
245
– –
-2,639
246
– –
-3,033
247
– –
-55,622
248
– –
-855
249
– –
-350
250
– –
-115
8 9
10
11 12