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
$250M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$685K
3
+$305K

Top Sells

1
+$2.18M
2
+$687K
3
+$561K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$343K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$17.3K

Sector Composition

1 Financials 19.11%
2 Technology 17.17%
3 Industrials 12.21%
4 Energy 10.11%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.9%
21,758
52
$2.2M 0.88%
22,644
53
$2.19M 0.88%
40,294
54
$2.17M 0.87%
12,201
55
$2.1M 0.84%
11,501
56
$2.1M 0.84%
15,839
57
$1.96M 0.79%
13,288
58
$1.95M 0.78%
77,932
59
$1.93M 0.77%
56,622
60
$1.79M 0.72%
16,151
-19,623
61
$1.7M 0.68%
26,459
62
$1.61M 0.65%
21,415
63
$1.56M 0.63%
18,342
64
$1.56M 0.63%
24,196
65
$1.53M 0.61%
18,992
66
$1.45M 0.58%
49,522
67
$1.44M 0.57%
43,202
68
$1.43M 0.57%
14,454
69
$1.32M 0.53%
90,550
-23,567
70
$1.25M 0.5%
27,137
71
$1.22M 0.49%
11,225
72
$1.12M 0.45%
17,489
73
$1.02M 0.41%
22,044
74
$991K 0.4%
99,212
75
$846K 0.34%
36,219
1 2
3
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