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
301
$12K ﹤0.01%
+195
302
$11K ﹤0.01%
+181
303
$11K ﹤0.01%
+178
304
$11K ﹤0.01%
+726
305
$11K ﹤0.01%
+830
306
$11K ﹤0.01%
+188
307
$10K ﹤0.01%
+1,095
308
$10K ﹤0.01%
+395
309
$10K ﹤0.01%
+400
310
$9K ﹤0.01%
+10
311
$9K ﹤0.01%
+200
312
$9K ﹤0.01%
+300
313
$9K ﹤0.01%
+16
314
$8K ﹤0.01%
+157
315
$8K ﹤0.01%
+700
316
$8K ﹤0.01%
+100
317
$8K ﹤0.01%
+875
318
$8K ﹤0.01%
+566
319
$8K ﹤0.01%
+402
320
$7K ﹤0.01%
+67
321
$7K ﹤0.01%
+450
322
$7K ﹤0.01%
+5,500
323
$6K ﹤0.01%
+325
324
$6K ﹤0.01%
+97
325
$6K ﹤0.01%
+392