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
$254M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.86M
3
+$3.76M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.36M

Top Sells

1
+$3.1M
2
+$1.05M
3
+$771K
4
BIIB icon
Biogen
BIIB
+$650K
5
WBA
Walgreens Boots Alliance
WBA
+$648K

Sector Composition

1 Financials 14.98%
2 Communication Services 13.47%
3 Industrials 12.24%
4 Technology 11.98%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.34%
38,283
+2,596
27
$3.36M 1.32%
+13,848
28
$3.31M 1.3%
42,026
+13,142
29
$3.23M 1.27%
+19,633
30
$3.17M 1.25%
24,591
+2,561
31
$3.16M 1.24%
46,462
+3,586
32
$3.14M 1.24%
+64,407
33
$3.02M 1.19%
97,469
+6,506
34
$2.95M 1.16%
+42,413
35
$2.82M 1.11%
59,320
+8,120
36
$2.81M 1.11%
53,684
+9,440
37
$2.78M 1.09%
22,652
+3,261
38
$2.76M 1.09%
50,866
+8,583
39
$2.71M 1.07%
+178,993
40
$2.63M 1.03%
24,343
+3,187
41
$2.61M 1.03%
+96,224
42
$2.57M 1.01%
14,929
+3,310
43
$2.54M 1%
41,364
+6,600
44
$2.53M 0.99%
+36,935
45
$2.44M 0.96%
+47,878
46
$2.33M 0.92%
13,714
+3,260
47
$2.18M 0.86%
34,470
+7,303
48
$2.17M 0.85%
30,799
+4,845
49
$2.15M 0.85%
+53,783
50
$2.07M 0.81%
107,341
+26,085
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