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
326
$6K ﹤0.01%
+90
327
$6K ﹤0.01%
+138
328
$5K ﹤0.01%
+41
329
$5K ﹤0.01%
+70
330
$5K ﹤0.01%
+32
331
$5K ﹤0.01%
+775
332
$5K ﹤0.01%
+195
333
$4K ﹤0.01%
+164
334
$4K ﹤0.01%
+50
335
$4K ﹤0.01%
+1,500
336
$4K ﹤0.01%
+92
337
$4K ﹤0.01%
+168
338
$4K ﹤0.01%
+172
339
$4K ﹤0.01%
+169
340
$4K ﹤0.01%
+160
341
$4K ﹤0.01%
+356
342
$4K ﹤0.01%
45
-13,545
343
$4K ﹤0.01%
+72
344
$4K ﹤0.01%
+60
345
$4K ﹤0.01%
+167
346
$4K ﹤0.01%
+166
347
$4K ﹤0.01%
+100
348
$4K ﹤0.01%
+165
349
$4K ﹤0.01%
+166
350
$4K ﹤0.01%
+1,000