IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
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
+$4.95M
2
+$4.37M
3
+$3.35M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.34M
5
CVX icon
Chevron
CVX
+$2.34M

Top Sells

1
+$3.73M
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%
+138
327
$6K ﹤0.01%
+325
328
$5K ﹤0.01%
+41
329
$5K ﹤0.01%
+70
330
$5K ﹤0.01%
+32
331
$5K ﹤0.01%
+195
332
$5K ﹤0.01%
+775
333
$4K ﹤0.01%
+356
334
$4K ﹤0.01%
45
-13,545
335
$4K ﹤0.01%
+72
336
$4K ﹤0.01%
+50
337
$4K ﹤0.01%
+1,500
338
$4K ﹤0.01%
+92
339
$4K ﹤0.01%
+168
340
$4K ﹤0.01%
+172
341
$4K ﹤0.01%
+169
342
$4K ﹤0.01%
+160
343
$4K ﹤0.01%
+60
344
$4K ﹤0.01%
+1,000
345
$4K ﹤0.01%
+125
346
$4K ﹤0.01%
+167
347
$4K ﹤0.01%
+166
348
$4K ﹤0.01%
+100
349
$4K ﹤0.01%
+165
350
$4K ﹤0.01%
+166
12 13
14
15 16