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
326
$8K ﹤0.01%
+314
327
$8K ﹤0.01%
+55
328
$8K ﹤0.01%
+25
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$7K ﹤0.01%
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$7K ﹤0.01%
+700
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$7K ﹤0.01%
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333
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$7K ﹤0.01%
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336
$7K ﹤0.01%
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337
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
+87
342
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345
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+89
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$7K ﹤0.01%
+150
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$6K ﹤0.01%
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348
$6K ﹤0.01%
+198
349
$6K ﹤0.01%
+200
350
$6K ﹤0.01%
+112