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
$162M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.79M
3
+$2.69M
4
BBY icon
Best Buy
BBY
+$2.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.42M

Top Sells

1
+$5.1M
2
+$3.68M
3
+$3.25M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Communication Services 19.61%
2 Financials 18.63%
3 Technology 16.08%
4 Industrials 14.33%
5 Healthcare 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.61%
22,030
+2,218
27
$2.31M 1.43%
28,884
+2,998
28
$2.26M 1.39%
44,244
+3,796
29
$2.17M 1.34%
51,200
+3,240
30
$2.17M 1.34%
19,391
+482
31
$2.03M 1.25%
+42,283
32
$2.01M 1.24%
34,764
+1,502
33
$1.92M 1.18%
25,954
+3,266
34
$1.91M 1.18%
48,877
+5,330
35
$1.89M 1.16%
11,619
+1,214
36
$1.87M 1.15%
21,156
+1,810
37
$1.76M 1.09%
18,081
+1,236
38
$1.73M 1.07%
10,454
+8,581
39
$1.64M 1.01%
17,950
+1,003
40
$1.58M 0.98%
24,903
-2,450
41
$1.58M 0.97%
68,442
+4,542
42
$1.57M 0.97%
48,523
-44,331
43
$1.56M 0.96%
25,723
+7,360
44
$1.52M 0.93%
18,375
+12,946
45
$1.45M 0.89%
27,167
+871
46
$1.4M 0.86%
+81,256
47
$1.28M 0.79%
5,405
+259
48
$1.27M 0.79%
3,833
+71
49
$1.21M 0.74%
94,290
+4,930
50
$1.09M 0.67%
47,157
-1,256
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