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
301
$9K ﹤0.01%
+86
302
$9K ﹤0.01%
+126
303
$9K ﹤0.01%
+875
304
$9K ﹤0.01%
217
-22,903
305
$9K ﹤0.01%
+149
306
$9K ﹤0.01%
+565
307
$9K ﹤0.01%
+102
308
$9K ﹤0.01%
+344
309
$9K ﹤0.01%
+91
310
$9K ﹤0.01%
+193
311
$9K ﹤0.01%
+223
312
$8K ﹤0.01%
+214
313
$8K ﹤0.01%
+168
314
$8K ﹤0.01%
+108
315
$8K ﹤0.01%
+55
316
$8K ﹤0.01%
+134
317
$8K ﹤0.01%
+233
318
$8K ﹤0.01%
255
-90,736
319
$8K ﹤0.01%
+175
320
$8K ﹤0.01%
+25
321
$8K ﹤0.01%
+75
322
$8K ﹤0.01%
+92
323
$8K ﹤0.01%
+308
324
$8K ﹤0.01%
+241
325
$8K ﹤0.01%
+208
11 12
13
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