IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
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
+$3.74M
2
+$3.15M
3
+$2.85M
4
MS icon
Morgan Stanley
MS
+$2.84M
5
LNC icon
Lincoln National
LNC
+$2.61M

Top Sells

1
+$3.54M
2
+$3.09M
3
+$2.79M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
BUD icon
AB InBev
BUD
+$2.53M

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
251
$15K 0.01%
+432
252
$15K 0.01%
+191
253
$15K 0.01%
+572
254
$15K 0.01%
+16
255
$15K 0.01%
+464
256
$14K 0.01%
+339
257
$14K 0.01%
+289
258
$14K 0.01%
+395
259
$14K 0.01%
+786
260
$14K 0.01%
+155
261
$14K 0.01%
+50
262
$14K 0.01%
+476
263
$14K 0.01%
+550
264
$13K 0.01%
127
-22,592
265
$13K 0.01%
+73
266
$13K 0.01%
+726
267
$13K 0.01%
+1,004
268
$12K 0.01%
+102
269
$12K 0.01%
+887
270
$12K 0.01%
+789
271
$12K 0.01%
+350
272
$12K 0.01%
+238
273
$12K 0.01%
+243
274
$12K 0.01%
+400
275
$12K 0.01%
+455
9 10
11
12 13