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
$209M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.21M
3
+$3.2M
4
LNC icon
Lincoln National
LNC
+$3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.96M

Top Sells

1
+$3.49M
2
+$3.2M
3
+$2.85M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
NWL icon
Newell Brands
NWL
+$2.48M

Sector Composition

1 Communication Services 14.1%
2 Industrials 12.13%
3 Financials 11.84%
4 Healthcare 11.2%
5 Technology 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.72%
+34,497
52
$1.51M 0.72%
16,947
+1,215
53
$1.5M 0.72%
12,872
+1,158
54
$1.44M 0.69%
63,900
+2,484
55
$1.41M 0.68%
55,622
+19,148
56
$1.34M 0.64%
26,296
+2,904
57
$1.29M 0.62%
17,085
+230
58
$1.23M 0.59%
+97,922
59
$1.21M 0.58%
83,669
+13,147
60
$1.19M 0.57%
5,146
+394
61
$1.19M 0.57%
+18,450
62
$1.16M 0.56%
3,762
+278
63
$1.1M 0.53%
91,080
+1,874
64
$1.1M 0.52%
48,413
+37,004
65
$1.1M 0.52%
18,363
+5,892
66
$1.07M 0.51%
+18,848
67
$1M 0.48%
89,360
+5,370
68
$982K 0.47%
11,390
+1,802
69
$943K 0.45%
13,472
-960
70
$927K 0.44%
57,285
-7,177
71
$919K 0.44%
5,596
+810
72
$902K 0.43%
15,978
-749
73
$886K 0.42%
+15,202
74
$873K 0.42%
+8,038
75
$864K 0.41%
+25,424
1 2
3
4 5