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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
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
326
$8K ﹤0.01%
+165
327
$8K ﹤0.01%
+57
328
$8K ﹤0.01%
+314
329
$7K ﹤0.01%
+54
330
$7K ﹤0.01%
+64
331
$7K ﹤0.01%
+96
332
$7K ﹤0.01%
+700
333
$7K ﹤0.01%
+95
334
$7K ﹤0.01%
+126
335
$7K ﹤0.01%
+95
336
$7K ﹤0.01%
+135
337
$7K ﹤0.01%
+101
338
$7K ﹤0.01%
+87
339
$7K ﹤0.01%
+115
340
$7K ﹤0.01%
+164
341
$7K ﹤0.01%
+337
342
$7K ﹤0.01%
+89
343
$7K ﹤0.01%
+81
344
$7K ﹤0.01%
+300
345
$7K ﹤0.01%
+150
346
$7K ﹤0.01%
+167
347
$6K ﹤0.01%
+160
348
$6K ﹤0.01%
+198
349
$6K ﹤0.01%
+200
350
$6K ﹤0.01%
+112
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