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
26
$2.85M 1.36%
40,918
+432
27
$2.8M 1.34%
92,854
+62,363
28
$2.78M 1.33%
+17,074
29
$2.78M 1.33%
+33,244
30
$2.56M 1.22%
+34,236
31
$2.52M 1.21%
43,789
+14,822
32
$2.38M 1.14%
+70,376
33
$2.24M 1.07%
+18,824
34
$2.24M 1.07%
19,812
+362
35
$2.16M 1.03%
35,306
-14,973
36
$2.15M 1.03%
148,864
-89,108
37
$2.08M 1%
18,909
+7,859
38
$2.08M 0.99%
+74,549
39
$2.07M 0.99%
40,448
+1,489
40
$1.99M 0.95%
47,960
+3,020
41
$1.94M 0.93%
25,886
+2,154
42
$1.92M 0.92%
15,651
+526
43
$1.89M 0.91%
43,547
+1,294
44
$1.82M 0.87%
33,262
+1,564
45
$1.78M 0.85%
16,845
+946
46
$1.68M 0.8%
+19,094
47
$1.68M 0.8%
22,688
+1,352
48
$1.61M 0.77%
10,405
-6,753
49
$1.61M 0.77%
27,353
-756
50
$1.55M 0.74%
+19,346
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