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
376
$1K ﹤0.01%
+18
377
$1K ﹤0.01%
+294
378
$1K ﹤0.01%
+163
379
$1K ﹤0.01%
+120
380
$0 ﹤0.01%
+10
381
– –
-29,038
382
$0 ﹤0.01%
+8
383
– –
-23,486
384
$0 ﹤0.01%
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385
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386
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387
$0 ﹤0.01%
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388
$0 ﹤0.01%
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389
– –
0
390
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391
– –
-98,803
392
$0 ﹤0.01%
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393
$0 ﹤0.01%
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394
$0 ﹤0.01%
+1
395
$0 ﹤0.01%
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396
– –
0
397
$0 ﹤0.01%
+14
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