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
426
$3K ﹤0.01%
+83
427
$3K ﹤0.01%
+75
428
$2K ﹤0.01%
+9
429
$2K ﹤0.01%
+9
430
$2K ﹤0.01%
+27
431
$2K ﹤0.01%
+105
432
$2K ﹤0.01%
+24
433
$2K ﹤0.01%
+54
434
$2K ﹤0.01%
+85
435
$2K ﹤0.01%
+14
436
$2K ﹤0.01%
+400
437
$2K ﹤0.01%
+40
438
$2K ﹤0.01%
+321
439
$2K ﹤0.01%
+66
440
$2K ﹤0.01%
+33
441
$2K ﹤0.01%
+140
442
$2K ﹤0.01%
+43
443
$1K ﹤0.01%
+32
444
$1K ﹤0.01%
+65
445
$1K ﹤0.01%
+142
446
$1K ﹤0.01%
+446
447
$1K ﹤0.01%
51
-43,499
448
$1K ﹤0.01%
+10
449
$1K ﹤0.01%
+59
450
$1K ﹤0.01%
+60
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