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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.93M
3
+$5.5M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.11M
5
UNH icon
UnitedHealth
UNH
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 14.66%
2 Industrials 13.29%
3 Healthcare 10.81%
4 Consumer Staples 9.38%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.36%
+27,864
27
$2.48M 1.36%
+47,076
28
$2.24M 1.23%
+29,770
29
$2.16M 1.18%
+19,450
30
$2.13M 1.17%
+20,393
31
$2.08M 1.14%
+42,253
32
$1.96M 1.07%
+18,987
33
$1.95M 1.07%
+42,964
34
$1.94M 1.06%
+15,714
35
$1.9M 1.04%
+61,996
36
$1.88M 1.03%
+1,096,720
37
$1.81M 0.99%
+44,940
38
$1.75M 0.96%
+15,125
39
$1.68M 0.92%
+21,336
40
$1.67M 0.92%
+38,959
41
$1.67M 0.91%
+23,732
42
$1.58M 0.86%
+31,698
43
$1.57M 0.86%
+28,967
44
$1.55M 0.85%
+29,487
45
$1.54M 0.84%
+15,899
46
$1.51M 0.83%
+13,200
47
$1.41M 0.77%
+15,732
48
$1.38M 0.76%
+61,416
49
$1.33M 0.73%
+28,109
50
$1.3M 0.72%
+11,714
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