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
$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
401
$4K ﹤0.01%
+48
402
$4K ﹤0.01%
+96
403
$4K ﹤0.01%
+153
404
$4K ﹤0.01%
+30
405
$4K ﹤0.01%
+43
406
$4K ﹤0.01%
+31
407
$4K ﹤0.01%
+100
408
$4K ﹤0.01%
+356
409
$3K ﹤0.01%
+19
410
$3K ﹤0.01%
+50
411
$3K ﹤0.01%
+65
412
$3K ﹤0.01%
+48
413
$3K ﹤0.01%
+45
414
$3K ﹤0.01%
+54
415
$3K ﹤0.01%
+100
416
$3K ﹤0.01%
+207
417
$3K ﹤0.01%
+80
418
$3K ﹤0.01%
+250
419
$3K ﹤0.01%
+34
420
$3K ﹤0.01%
+65
421
$3K ﹤0.01%
+96
422
$3K ﹤0.01%
+110
423
$3K ﹤0.01%
+160
424
$3K ﹤0.01%
+317
425
$3K ﹤0.01%
+27
15 16
17
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