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
351
$4K ﹤0.01%
+125
352
$3K ﹤0.01%
+350
353
$3K ﹤0.01%
+26
354
$3K ﹤0.01%
+94
355
$3K ﹤0.01%
+212
356
$3K ﹤0.01%
+212
357
$3K ﹤0.01%
+75
358
$3K ﹤0.01%
+153
359
$3K ﹤0.01%
+40
360
$3K ﹤0.01%
+38
361
$3K ﹤0.01%
+798
362
$3K ﹤0.01%
+62
363
$3K ﹤0.01%
+36
364
$2K ﹤0.01%
+44
365
$2K ﹤0.01%
+32
366
$2K ﹤0.01%
+32
367
$2K ﹤0.01%
+63
368
$2K ﹤0.01%
+40
369
$1K ﹤0.01%
+46
370
$1K ﹤0.01%
+400
371
$1K ﹤0.01%
+53
372
$1K ﹤0.01%
+39
373
$1K ﹤0.01%
+66
374
$1K ﹤0.01%
+62
375
$1K ﹤0.01%
+19