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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
451
$1K ﹤0.01%
+50
452
$1K ﹤0.01%
+54
453
– –
-6,443
454
– –
-11,110
455
– –
-15,714
456
– –
-61,996
457
– –
-47,076
458
$0 ﹤0.01%
+21
459
– –
-7,874
460
$0 ﹤0.01%
+8
461
$0 ﹤0.01%
+17
462
– –
-4,351
463
– –
-65,086
464
– –
-18,794
465
– –
-13,200
466
– –
0
467
– –
-8,611
468
– –
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469
$0 ﹤0.01%
+5
470
$0 ﹤0.01%
+1
471
$0 ﹤0.01%
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472
– –
-7,851
473
$0 ﹤0.01%
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474
– –
-25,462
475
$0 ﹤0.01%
+14
15 16 17 18
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