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
251
$28K 0.01%
+537
252
$28K 0.01%
+2,272
253
$28K 0.01%
+372
254
$27K 0.01%
+163
255
$27K 0.01%
+553
256
$26K 0.01%
+489
257
$26K 0.01%
+267
258
$25K 0.01%
+29
259
$25K 0.01%
+585
260
$25K 0.01%
+301
261
$25K 0.01%
+588
262
$25K 0.01%
+1,883
263
$24K 0.01%
+236
264
$24K 0.01%
+1,801
265
$24K 0.01%
+1,903
266
$24K 0.01%
+293
267
$24K 0.01%
+1,721
268
$21K 0.01%
+591
269
$20K 0.01%
+136
270
$19K 0.01%
+300
271
$19K 0.01%
+108
272
$18K 0.01%
+230
273
$18K 0.01%
+139
274
$18K 0.01%
+88
275
$18K 0.01%
+250