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
451
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+50
452
$1K ﹤0.01%
+54
453
$0 ﹤0.01%
+40
454
– –
-7,851
455
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456
– –
-25,462
457
– –
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458
– –
-11,110
459
– –
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460
– –
-61,996
461
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462
$0 ﹤0.01%
+21
463
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-7,874
464
$0 ﹤0.01%
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465
$0 ﹤0.01%
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466
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467
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468
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470
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471
– –
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473
$0 ﹤0.01%
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474
$0 ﹤0.01%
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475
– –
0
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