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
$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
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%
+134
316
$8K ﹤0.01%
+233
317
$8K ﹤0.01%
255
-90,736
318
$8K ﹤0.01%
+175
319
$8K ﹤0.01%
+75
320
$8K ﹤0.01%
+92
321
$8K ﹤0.01%
+308
322
$8K ﹤0.01%
+241
323
$8K ﹤0.01%
+208
324
$8K ﹤0.01%
+165
325
$8K ﹤0.01%
+57