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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
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
276
$11K 0.01%
+140
277
$11K 0.01%
+80
278
$11K 0.01%
216
-29,271
279
$11K 0.01%
+740
280
$10K ﹤0.01%
+183
281
$10K ﹤0.01%
+240
282
$10K ﹤0.01%
+320
283
$10K ﹤0.01%
+500
284
$10K ﹤0.01%
+470
285
$10K ﹤0.01%
+192
286
$10K ﹤0.01%
+67
287
$10K ﹤0.01%
+855
288
$10K ﹤0.01%
+402
289
$10K ﹤0.01%
+156
290
$10K ﹤0.01%
+113
291
$10K ﹤0.01%
+276
292
$9K ﹤0.01%
+122
293
$9K ﹤0.01%
217
-22,903
294
$9K ﹤0.01%
+272
295
$9K ﹤0.01%
+152
296
$9K ﹤0.01%
+106
297
$9K ﹤0.01%
+77
298
$9K ﹤0.01%
+136
299
$9K ﹤0.01%
+49
300
$9K ﹤0.01%
+315
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