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
276
$18K 0.01%
+610
277
$18K 0.01%
+1,408
278
$17K ﹤0.01%
+2,590
279
$17K ﹤0.01%
+317
280
$17K ﹤0.01%
+675
281
$17K ﹤0.01%
+63
282
$17K ﹤0.01%
+171
283
$17K ﹤0.01%
+135
284
$17K ﹤0.01%
+1,162
285
$16K ﹤0.01%
+300
286
$16K ﹤0.01%
+436
287
$16K ﹤0.01%
+585
288
$15K ﹤0.01%
+262
289
$15K ﹤0.01%
+387
290
$15K ﹤0.01%
+585
291
$14K ﹤0.01%
+192
292
$14K ﹤0.01%
+17
293
$13K ﹤0.01%
+452
294
$13K ﹤0.01%
+380
295
$13K ﹤0.01%
+1,000
296
$12K ﹤0.01%
+279
297
$12K ﹤0.01%
+450
298
$12K ﹤0.01%
+535
299
$12K ﹤0.01%
+6,915
300
$12K ﹤0.01%
+1,200
10 11
12
13 14