IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.92%
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
$1K ﹤0.01%
+50
452
$1K ﹤0.01%
+54
453
– –
-47,076
454
$0 ﹤0.01%
+40
455
– –
-7,851
456
$0 ﹤0.01%
+6
457
– –
-25,462
458
– –
-6,443
459
– –
-11,110
460
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-15,714
461
– –
-61,996
462
$0 ﹤0.01%
+21
463
$0 ﹤0.01%
+8
464
$0 ﹤0.01%
+17
465
– –
-4,351
466
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-65,086
467
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-18,794
468
$0 ﹤0.01%
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469
– –
-13,200
470
– –
0
471
– –
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472
– –
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473
$0 ﹤0.01%
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474
$0 ﹤0.01%
+5
475
– –
-7,874
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