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
$226M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.6M
3
+$2.31M
4
BABA icon
Alibaba
BABA
+$2.06M
5
TNL icon
Travel + Leisure Co
TNL
+$1.71M

Top Sells

1
+$5.18M
2
+$4.02M
3
+$4.01M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.67M

Sector Composition

1 Financials 23.2%
2 Technology 19.04%
3 Industrials 15.58%
4 Communication Services 15.44%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.6%
22,674
+206
27
$3.6M 1.6%
+69,320
28
$3.56M 1.58%
51,165
+997
29
$3.54M 1.57%
88,662
+2,687
30
$3.19M 1.41%
57,180
-1,080
31
$3.07M 1.36%
55,406
+1,716
32
$2.82M 1.25%
15,598
+492
33
$2.76M 1.22%
13,603
-218
34
$2.75M 1.22%
40,736
-220
35
$2.71M 1.2%
47,898
+506
36
$2.7M 1.19%
23,831
-339
37
$2.64M 1.17%
25,334
-4,269
38
$2.52M 1.12%
127,380
+1,600
39
$2.41M 1.07%
21,380
-317
40
$2.31M 1.02%
+15,946
41
$2.29M 1.01%
35,748
+779
42
$2.26M 1%
7,330
+153
43
$2.26M 1%
84,726
-222
44
$2.15M 0.95%
78,950
+2,740
45
$2.12M 0.94%
19,522
+1,461
46
$2.06M 0.91%
+10,822
47
$1.89M 0.83%
10,009
+344
48
$1.71M 0.76%
+33,327
49
$1.7M 0.75%
+24,000
50
$1.67M 0.74%
16,767
+2,246
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2
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