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
$183M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.93M
3
+$5.5M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.11M
5
UNH icon
UnitedHealth
UNH
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 14.66%
2 Industrials 13.29%
3 Healthcare 10.81%
4 Consumer Staples 9.38%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$785K 0.43%
+20,781
77
$784K 0.43%
+78,189
78
$781K 0.43%
+6,443
79
$751K 0.41%
+16,727
80
$743K 0.41%
+12,471
81
$730K 0.4%
+4,786
82
$703K 0.39%
+18,794
83
$689K 0.38%
+30,068
84
$656K 0.36%
+12,508
85
$542K 0.3%
+5,179
86
$529K 0.29%
+13,463
87
$525K 0.29%
+4,174
88
$445K 0.24%
+19,231
89
$405K 0.22%
+12,308
90
$384K 0.21%
+5,728
91
$379K 0.21%
+12,716
92
$371K 0.2%
+11,668
93
$364K 0.2%
+4,100
94
$355K 0.19%
+8,433
95
$355K 0.19%
+10,785
96
$326K 0.18%
+8,347
97
$325K 0.18%
+47,096
98
$319K 0.17%
+7,851
99
$306K 0.17%
+4,397
100
$285K 0.16%
+10,664
1 2 3
4
5