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
$162M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.79M
3
+$2.69M
4
BBY icon
Best Buy
BBY
+$2.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.42M

Top Sells

1
+$5.1M
2
+$3.68M
3
+$3.25M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Communication Services 19.61%
2 Financials 18.63%
3 Technology 16.08%
4 Industrials 14.33%
5 Healthcare 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.59%
5,745
+149
52
$932K 0.57%
12,954
-518
53
$914K 0.56%
42,080
+40,930
54
$894K 0.55%
13,766
-21,540
55
$832K 0.51%
7,797
-241
56
$794K 0.49%
6,745
-224
57
$781K 0.48%
2,051
-36
58
$771K 0.48%
15,475
-503
59
$690K 0.43%
4,803
-22,621
60
$670K 0.41%
17,565
-176
61
$650K 0.4%
2,404
+86
62
$648K 0.4%
7,981
-2,166
63
$625K 0.39%
2,630
+118
64
$574K 0.35%
4,194
+25
65
$512K 0.32%
9,307
+8,852
66
$448K 0.28%
20,880
-288
67
$433K 0.27%
9,557
+1
68
$433K 0.27%
2,724
-36
69
$416K 0.26%
12,308
70
$333K 0.21%
8,000
-380
71
$245K 0.15%
45,096
72
$211K 0.13%
2,242
+187
73
$206K 0.13%
1,719
+1,705
74
$161K 0.1%
6,956
+3,478
75
$64K 0.04%
1,260
1 2
3
4 5