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
$250M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$685K
3
+$305K

Top Sells

1
+$2.18M
2
+$687K
3
+$561K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$343K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$17.3K

Sector Composition

1 Financials 19.11%
2 Technology 17.17%
3 Industrials 12.21%
4 Energy 10.11%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.46%
24,537
27
$3.64M 1.46%
51,259
28
$3.58M 1.43%
70,203
29
$3.52M 1.41%
51,098
30
$3.48M 1.39%
+47,777
31
$3.43M 1.37%
23,152
32
$3.42M 1.37%
25,070
33
$3.3M 1.32%
19,544
34
$3.04M 1.22%
73,016
35
$2.92M 1.17%
24,589
36
$2.91M 1.17%
45,085
37
$2.89M 1.16%
41,026
38
$2.89M 1.16%
43,723
39
$2.87M 1.15%
14,711
40
$2.8M 1.12%
45,456
41
$2.8M 1.12%
49,826
42
$2.77M 1.11%
67,275
43
$2.66M 1.06%
16,847
44
$2.64M 1.06%
92,532
-3
45
$2.64M 1.06%
23,495
46
$2.6M 1.04%
134,260
47
$2.41M 0.97%
165,162
48
$2.4M 0.96%
22,102
49
$2.39M 0.96%
41,437
50
$2.36M 0.94%
96,391
1
2
3 4