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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.93M
3
+$5.5M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.11M
5
UNH icon
UnitedHealth
UNH
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 14.66%
2 Industrials 13.29%
3 Healthcare 10.81%
4 Consumer Staples 9.38%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.7%
+14,811
52
$1.25M 0.69%
+90,991
53
$1.22M 0.67%
+16,855
54
$1.19M 0.65%
+89,206
55
$1.17M 0.64%
+64,462
56
$1.13M 0.62%
+70,522
57
$1.13M 0.62%
+11,050
58
$1.05M 0.58%
+43,550
59
$1.02M 0.56%
+4,752
60
$981K 0.54%
+23,120
61
$980K 0.54%
+30,491
62
$966K 0.53%
+25,462
63
$941K 0.52%
+3,484
64
$939K 0.51%
+36,474
65
$932K 0.51%
+24,525
66
$913K 0.5%
+14,432
67
$910K 0.5%
+23,392
68
$901K 0.49%
+4,351
69
$890K 0.49%
+7,280
70
$835K 0.46%
+19,010
71
$823K 0.45%
+7,316
72
$814K 0.45%
+7,874
73
$805K 0.44%
+9,588
74
$803K 0.44%
+11,110
75
$796K 0.44%
+83,990
1 2
3
4 5