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
$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
351
$6K ﹤0.01%
+112
352
$6K ﹤0.01%
+140
353
$6K ﹤0.01%
+209
354
$6K ﹤0.01%
+87
355
$6K ﹤0.01%
+140
356
$6K ﹤0.01%
+81
357
$6K ﹤0.01%
+392
358
$6K ﹤0.01%
+208
359
$6K ﹤0.01%
+75
360
$6K ﹤0.01%
+117
361
$6K ﹤0.01%
+78
362
$6K ﹤0.01%
+204
363
$6K ﹤0.01%
+1,000
364
$5K ﹤0.01%
+114
365
$5K ﹤0.01%
+48
366
$5K ﹤0.01%
+191
367
$5K ﹤0.01%
+133
368
$5K ﹤0.01%
+228
369
$5K ﹤0.01%
+170
370
$5K ﹤0.01%
+49
371
$5K ﹤0.01%
+212
372
$5K ﹤0.01%
+220
373
$5K ﹤0.01%
+200
374
$5K ﹤0.01%
+117
375
$5K ﹤0.01%
+355
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