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
$209M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.21M
3
+$3.2M
4
LNC icon
Lincoln National
LNC
+$3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.96M

Top Sells

1
+$3.49M
2
+$3.2M
3
+$2.85M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
NWL icon
Newell Brands
NWL
+$2.48M

Sector Composition

1 Communication Services 14.1%
2 Industrials 12.13%
3 Financials 11.84%
4 Healthcare 11.2%
5 Technology 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$829K 0.4%
+10,147
77
$802K 0.38%
6,969
-311
78
$796K 0.38%
+2,087
79
$749K 0.36%
20,273
-508
80
$744K 0.36%
75,219
-2,970
81
$665K 0.32%
17,741
+4,278
82
$663K 0.32%
27,862
-2,206
83
$663K 0.32%
+5,383
84
$651K 0.31%
+2,318
85
$645K 0.31%
+21,181
86
$548K 0.26%
4,169
-5
87
$538K 0.26%
+2,512
88
$476K 0.23%
21,168
+1,937
89
$466K 0.22%
5,429
-23,865
90
$433K 0.21%
13,936
+1,220
91
$423K 0.2%
5,792
+64
92
$412K 0.2%
2,760
-21,406
93
$405K 0.19%
9,556
+1,123
94
$377K 0.18%
12,308
95
$355K 0.17%
+4,971
96
$348K 0.17%
10,503
-282
97
$344K 0.16%
+21,585
98
$343K 0.16%
8,331
-16
99
$337K 0.16%
+8,380
100
$300K 0.14%
1,873
+100
2 3
4
5 6