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
$226M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.6M
3
+$2.31M
4
BABA icon
Alibaba
BABA
+$2.06M
5
TNL icon
Travel + Leisure Co
TNL
+$1.71M

Top Sells

1
+$5.18M
2
+$4.02M
3
+$4.01M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.67M

Sector Composition

1 Financials 23.2%
2 Technology 19.04%
3 Industrials 15.58%
4 Communication Services 15.44%
5 Energy 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.66%
43,378
+8,356
52
$1.46M 0.65%
48,535
+831
53
$1.44M 0.64%
+10,997
54
$1.3M 0.58%
31,529
-21,752
55
$1.25M 0.55%
+7,588
56
$1.13M 0.5%
8,114
+261
57
$1.1M 0.49%
16,994
+281
58
$1.01M 0.45%
16,766
-225
59
$843K 0.37%
12,593
-391
60
$829K 0.37%
13,300
+140
61
$823K 0.36%
27,966
+579
62
$760K 0.34%
5,357
63
$713K 0.32%
15,404
+1,271
64
$671K 0.3%
+9,014
65
$596K 0.26%
4,157
+157
66
$577K 0.26%
2,879
-19
67
$574K 0.25%
3,788
68
$568K 0.25%
9,159
+108
69
$554K 0.25%
24,705
70
$508K 0.22%
9,180
+1,200
71
$495K 0.22%
25,893
+545
72
$484K 0.21%
5,737
+48
73
$472K 0.21%
5,424
+535
74
$465K 0.21%
11,698
-259
75
$411K 0.18%
8,129
+579
1 2
3
4 5