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
376
$1K ﹤0.01%
+62
377
$1K ﹤0.01%
+19
378
$1K ﹤0.01%
+18
379
$1K ﹤0.01%
+294
380
– –
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381
$0 ﹤0.01%
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382
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383
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-29,038
384
$0 ﹤0.01%
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385
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386
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387
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0
390
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392
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393
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394
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395
– –
0
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$0 ﹤0.01%
+16
12 13 14 15
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