IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.92%
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
+$3.68M
2
+$3.21M
3
+$3.2M
4
LNC icon
Lincoln National
LNC
+$3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.96M

Top Sells

1
+$3.49M
2
+$3.2M
3
+$2.85M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
NWL icon
Newell Brands
NWL
+$2.48M

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
376
$5K ﹤0.01%
+114
377
$5K ﹤0.01%
+80
378
$5K ﹤0.01%
+220
379
$5K ﹤0.01%
+57
380
$5K ﹤0.01%
+78
381
$5K ﹤0.01%
+150
382
$5K ﹤0.01%
+3,000
383
$5K ﹤0.01%
+57
384
$5K ﹤0.01%
+350
385
$4K ﹤0.01%
+68
386
$4K ﹤0.01%
+28
387
$4K ﹤0.01%
57
-29,713
388
$4K ﹤0.01%
+350
389
$4K ﹤0.01%
+101
390
$4K ﹤0.01%
+168
391
$4K ﹤0.01%
+162
392
$4K ﹤0.01%
+49
393
$4K ﹤0.01%
+212
394
$4K ﹤0.01%
+150
395
$4K ﹤0.01%
+66
396
$4K ﹤0.01%
+249
397
$4K ﹤0.01%
+279
398
$4K ﹤0.01%
+48
399
$4K ﹤0.01%
+96
400
$4K ﹤0.01%
+153
14 15
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