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
$246M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$4M
3
+$3.99M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.92M

Top Sells

1
+$5.45M
2
+$3.73M
3
+$3.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.19M
5
USB icon
US Bancorp
USB
+$3.07M

Sector Composition

1 Financials 19.42%
2 Technology 17.4%
3 Industrials 12.37%
4 Energy 9.97%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.89%
+22,644
52
$2.19M 0.89%
40,294
+4,546
53
$2.17M 0.88%
12,201
+1,379
54
$2.1M 0.85%
11,501
+1,492
55
$2.1M 0.85%
+15,839
56
$1.96M 0.8%
13,288
+2,291
57
$1.95M 0.79%
+77,932
58
$1.93M 0.78%
56,622
+25,093
59
$1.79M 0.73%
35,774
+2,447
60
$1.7M 0.69%
26,459
+2,459
61
$1.62M 0.66%
+114,117
62
$1.61M 0.65%
+21,415
63
$1.56M 0.63%
18,342
+12,605
64
$1.56M 0.63%
+24,196
65
$1.53M 0.62%
+18,992
66
$1.45M 0.59%
49,522
+987
67
$1.44M 0.58%
43,202
-176
68
$1.43M 0.58%
+14,454
69
$1.25M 0.51%
+27,137
70
$1.22M 0.49%
+11,225
71
$1.12M 0.45%
17,489
+495
72
$1.02M 0.41%
+22,044
73
$991K 0.4%
+99,212
74
$846K 0.34%
+36,219
75
$837K 0.34%
+71,740
1 2
3
4 5