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
351
$4K ﹤0.01%
+164
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%
+40
365
$2K ﹤0.01%
+44
366
$2K ﹤0.01%
+32
367
$2K ﹤0.01%
+32
368
$2K ﹤0.01%
+63
369
$1K ﹤0.01%
+163
370
$1K ﹤0.01%
+120
371
$1K ﹤0.01%
+46
372
$1K ﹤0.01%
+400
373
$1K ﹤0.01%
+53
374
$1K ﹤0.01%
+39
375
$1K ﹤0.01%
+66
12 13 14
15
16