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
$254M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.86M
3
+$3.76M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.36M

Top Sells

1
+$3.1M
2
+$1.05M
3
+$771K
4
BIIB icon
Biogen
BIIB
+$650K
5
WBA
Walgreens Boots Alliance
WBA
+$648K

Sector Composition

1 Financials 14.98%
2 Communication Services 13.47%
3 Industrials 12.24%
4 Technology 11.98%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.8%
33,702
+7,979
52
$2.02M 0.79%
84,765
+16,323
53
$1.95M 0.77%
21,779
+3,698
54
$1.95M 0.77%
58,173
+9,296
55
$1.9M 0.75%
125,720
+31,430
56
$1.88M 0.74%
7,181
+1,776
57
$1.87M 0.74%
22,600
+4,650
58
$1.83M 0.72%
+19,789
59
$1.81M 0.71%
74,810
+32,730
60
$1.79M 0.7%
+14,340
61
$1.71M 0.67%
5,084
+1,251
62
$1.59M 0.63%
+62,647
63
$1.58M 0.62%
+28,533
64
$1.57M 0.62%
24,619
-284
65
$1.53M 0.6%
48,322
-201
66
$1.41M 0.56%
+18,091
67
$1.37M 0.54%
9,100
+3,355
68
$1.36M 0.53%
+89,260
69
$1.35M 0.53%
+104,862
70
$1.24M 0.49%
+13,424
71
$1.22M 0.48%
5,061
+2,431
72
$1.18M 0.46%
47,447
+290
73
$1.17M 0.46%
+19,264
74
$1.14M 0.45%
+91,004
75
$1.14M 0.45%
+18,715
1 2
3
4 5