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
$345M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.08M
3
+$3.56M
4
CVX icon
Chevron
CVX
+$2.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.38M

Top Sells

1
+$3.83M
2
+$3.23M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.34M
5
SKT icon
Tanger
SKT
+$2.07M

Sector Composition

1 Technology 14.77%
2 Energy 8.25%
3 Communication Services 8.14%
4 Financials 8.08%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.01%
1,375
-112,085
227
$46K 0.01%
+1,944
228
$44K 0.01%
+239
229
$44K 0.01%
+497
230
$43K 0.01%
+2,021
231
$43K 0.01%
+404
232
$42K 0.01%
+3,047
233
$41K 0.01%
+970
234
$41K 0.01%
+215
235
$40K 0.01%
+1,378
236
$40K 0.01%
+576
237
$40K 0.01%
+254
238
$40K 0.01%
+264
239
$40K 0.01%
+564
240
$39K 0.01%
+192
241
$37K 0.01%
+1,749
242
$37K 0.01%
+1,197
243
$36K 0.01%
+225
244
$35K 0.01%
+683
245
$35K 0.01%
+385
246
$34K 0.01%
+1,437
247
$31K 0.01%
+2,329
248
$31K 0.01%
+1,217
249
$29K 0.01%
+635
250
$29K 0.01%
+2,118
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