IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.92%
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
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%
+350
270
$12K 0.01%
+238
271
$12K 0.01%
+243
272
$12K 0.01%
+400
273
$12K 0.01%
+455
274
$12K 0.01%
+887
275
$12K 0.01%
+789
9 10
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12 13