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IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
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
376
$5K ﹤0.01%
+117
377
$5K ﹤0.01%
+355
378
$5K ﹤0.01%
+110
379
$5K ﹤0.01%
+78
380
$5K ﹤0.01%
+195
381
$5K ﹤0.01%
+350
382
$5K ﹤0.01%
+150
383
$5K ﹤0.01%
+3,000
384
$5K ﹤0.01%
+57
385
$4K ﹤0.01%
+31
386
$4K ﹤0.01%
+68
387
$4K ﹤0.01%
+28
388
$4K ﹤0.01%
57
-29,713
389
$4K ﹤0.01%
+350
390
$4K ﹤0.01%
+206
391
$4K ﹤0.01%
+80
392
$4K ﹤0.01%
+101
393
$4K ﹤0.01%
+107
394
$4K ﹤0.01%
+168
395
$4K ﹤0.01%
+162
396
$4K ﹤0.01%
+49
397
$4K ﹤0.01%
+212
398
$4K ﹤0.01%
+150
399
$4K ﹤0.01%
+249
400
$4K ﹤0.01%
+279
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