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
$279M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.45M
3
+$4.26M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.32M
5
PLD icon
Prologis
PLD
+$2.81M

Top Sells

1
+$4.26M
2
+$3.64M
3
+$2.91M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.8M
5
CVX icon
Chevron
CVX
+$2.64M

Sector Composition

1 Financials 18.21%
2 Technology 17.48%
3 Industrials 11.1%
4 Communication Services 8.57%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.87%
22,119
+17
52
$2.39M 0.85%
81,984
-14,407
53
$2.29M 0.82%
161,138
-4,024
54
$2.21M 0.79%
14,745
-1,094
55
$2.1M 0.75%
12,947
+746
56
$2.08M 0.74%
29,027
+2,568
57
$2.07M 0.74%
82,975
+5,043
58
$2.06M 0.74%
+21,227
59
$2.01M 0.72%
13,810
+522
60
$1.98M 0.71%
27,098
+2,902
61
$1.89M 0.68%
+68,278
62
$1.81M 0.65%
18,676
+334
63
$1.79M 0.64%
42,544
-658
64
$1.64M 0.59%
18,764
-228
65
$1.57M 0.56%
14,114
-340
66
$1.54M 0.55%
52,022
+2,500
67
$1.47M 0.52%
17,354
-135
68
$1.3M 0.47%
89,177
-1,373
69
$1.17M 0.42%
+14,705
70
$1.15M 0.41%
+22,365
71
$1.08M 0.39%
10,077
-1,148
72
$961K 0.34%
12,364
+899
73
$889K 0.32%
96,538
-2,674
74
$761K 0.27%
41,384
+5,165
75
$743K 0.27%
65,582
-6,158
1 2
3
4 5