We are live on ! Find out more
IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$12.9M
3
+$9.47M
4
APH icon
Amphenol
APH
+$8.64M
5
HST icon
Host Hotels & Resorts
HST
+$7.84M

Top Sells

1
+$9.66M
2
+$7.48M
3
+$7.45M
4
AVGO icon
Broadcom
AVGO
+$7.24M
5
UBER icon
Uber
UBER
+$7.16M

Sector Composition

1 Technology 30.44%
2 Financials 11.71%
3 Energy 10.47%
4 Communication Services 8.1%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXX icon
76
iShares Semiconductor ETF
SOXX
$36.4B
$2.41M 0.22%
7,340
-249
JPC icon
77
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$2.2M 0.21%
292,047
-752
VOO icon
78
Vanguard S&P 500 ETF
VOO
$955B
$2.15M 0.2%
3,603
+4
GILD icon
79
Gilead Sciences
GILD
$151B
$2.14M 0.2%
15,323
-53,231
IYW icon
80
iShares US Technology ETF
IYW
$23.4B
$2M 0.19%
11,035
-375
GS icon
81
Goldman Sachs
GS
$295B
$1.99M 0.19%
2,349
-5,305
PFF icon
82
iShares Preferred and Income Securities ETF
PFF
$13.5B
$1.99M 0.18%
65,508
+3,841
OEF icon
83
iShares S&P 100 ETF
OEF
$19.6B
$1.73M 0.16%
5,427
-540
NEA icon
84
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.47B
$1.7M 0.16%
151,497
-4,603
GE icon
85
GE Aerospace
GE
$333B
$1.67M 0.16%
5,899
-20,780
IEF icon
86
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$1.58M 0.15%
16,504
-892
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$77.8B
$1.57M 0.15%
10,624
-1,331
PREF icon
88
Principal Spectrum Preferred Securities Active ETF
PREF
$1.72B
$1.55M 0.14%
82,237
-203
BAR icon
89
GraniteShares Gold Shares
BAR
$1.37B
$1.52M 0.14%
32,853
-1,681
NAD icon
90
Nuveen Quality Municipal Income Fund
NAD
$2.77B
$1.47M 0.14%
127,683
-4,605
IAU icon
91
iShares Gold Trust
IAU
$63.4B
$1.47M 0.14%
16,643
-1,716
NUV icon
92
Nuveen Municipal Value Fund
NUV
$1.88B
$1.46M 0.14%
162,191
-7,797
VCSH icon
93
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$1.39M 0.13%
17,567
-20,340
PGX icon
94
Invesco Preferred ETF
PGX
$3.8B
$1.32M 0.12%
121,097
+909
EFAV icon
95
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.19B
$1.31M 0.12%
14,338
MS icon
96
Morgan Stanley
MS
$326B
$1.31M 0.12%
7,945
-26,820
VUG icon
97
Vanguard Growth ETF
VUG
$217B
$1.3M 0.12%
+17,808
XLI icon
98
State Street Industrial Select Sector SPDR ETF
XLI
$29.7B
$1.21M 0.11%
+7,456
IEFA icon
99
iShares Core MSCI EAFE ETF
IEFA
$180B
$1.2M 0.11%
13,286
+30
AXP icon
100
American Express
AXP
$214B
$1.11M 0.1%
3,669
-16,360
2 3
4
5 6