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
$345M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.08M
3
+$3.56M
4
CVX icon
Chevron
CVX
+$2.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.38M

Top Sells

1
+$3.83M
2
+$3.23M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.34M
5
SKT icon
Tanger
SKT
+$2.07M

Sector Composition

1 Technology 14.77%
2 Energy 8.25%
3 Communication Services 8.14%
4 Financials 8.08%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.74%
13,941
+2,728
52
$2.56M 0.74%
147,025
+8,772
53
$2.55M 0.74%
60,431
+1,404
54
$2.51M 0.72%
181,503
+16,816
55
$2.4M 0.69%
+19,328
56
$2.38M 0.69%
51,233
-1,114
57
$2.38M 0.69%
+8,125
58
$2.33M 0.67%
+10,297
59
$2.32M 0.67%
169,433
+16,317
60
$2.31M 0.67%
112,570
+9,737
61
$2.19M 0.63%
146,425
+11,977
62
$2.15M 0.62%
60,173
+14,033
63
$2.12M 0.61%
77,089
+7,666
64
$2.09M 0.6%
12,359
-79
65
$2.07M 0.6%
18,243
+2,328
66
$2.06M 0.59%
134,688
+11,490
67
$2.05M 0.59%
11,896
+1,180
68
$2.04M 0.59%
80,726
+1,838
69
$2.02M 0.58%
+25,044
70
$2M 0.58%
27,366
-1,748
71
$1.99M 0.57%
32,352
-792
72
$1.99M 0.57%
240,240
+55,776
73
$1.93M 0.56%
+17,866
74
$1.91M 0.55%
8,938
-1,761
75
$1.87M 0.54%
133,530
+19,870
1 2
3
4 5