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
$345M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.08M
3
+$3.56M
4
CVX icon
Chevron
CVX
+$2.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.38M

Top Sells

1
+$3.83M
2
+$3.23M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.34M
5
SKT icon
Tanger
SKT
+$2.07M

Sector Composition

1 Technology 14.77%
2 Energy 8.25%
3 Communication Services 8.14%
4 Financials 8.08%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.03%
44,491
+1,352
27
$3.56M 1.03%
+12,080
28
$3.56M 1.03%
253,090
+54,032
29
$3.54M 1.02%
40,830
+7,171
30
$3.48M 1%
61,642
+10,027
31
$3.43M 0.99%
171,606
+36,046
32
$3.4M 0.98%
26,097
+746
33
$3.39M 0.98%
51,607
+5,617
34
$3.31M 0.96%
807,400
-438,200
35
$3.3M 0.95%
35,681
+4,792
36
$3.29M 0.95%
76,783
-1,012
37
$3.29M 0.95%
13,488
-1,872
38
$3.26M 0.94%
40,761
+3,655
39
$3.19M 0.92%
96,053
+17,695
40
$3.05M 0.88%
44,648
+2,830
41
$2.95M 0.85%
33,743
+4,202
42
$2.94M 0.85%
91,575
-6,009
43
$2.88M 0.83%
31,547
-2,002
44
$2.84M 0.82%
135,924
+10,532
45
$2.79M 0.81%
96,793
+1,430
46
$2.73M 0.79%
275,493
+30,046
47
$2.64M 0.76%
41,307
+633
48
$2.61M 0.75%
391,405
+25,944
49
$2.61M 0.75%
22,181
+1,408
50
$2.57M 0.74%
14,800
-1,080
1
2
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