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
$254M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.86M
3
+$3.76M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.65M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.36M

Top Sells

1
+$3.1M
2
+$1.05M
3
+$771K
4
BIIB icon
Biogen
BIIB
+$650K
5
WBA
Walgreens Boots Alliance
WBA
+$648K

Sector Composition

1 Financials 14.98%
2 Communication Services 13.47%
3 Industrials 12.24%
4 Technology 11.98%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.44%
+15,986
77
$1.06M 0.42%
14,378
+1,424
78
$989K 0.39%
+94,445
79
$981K 0.39%
13,668
-98
80
$940K 0.37%
+6,785
81
$893K 0.35%
2,049
-2
82
$871K 0.34%
+27,387
83
$852K 0.34%
7,861
+64
84
$844K 0.33%
6,806
+61
85
$762K 0.3%
+42,735
86
$755K 0.3%
16,990
-575
87
$672K 0.26%
+16,446
88
$660K 0.26%
+26,374
89
$660K 0.26%
+5,018
90
$622K 0.24%
+12,500
91
$603K 0.24%
4,157
-37
92
$555K 0.22%
12,176
+2,619
93
$538K 0.21%
+15,208
94
$528K 0.21%
9,509
+202
95
$520K 0.2%
+24,705
96
$510K 0.2%
2,898
+174
97
$472K 0.19%
+5,728
98
$441K 0.17%
+8,157
99
$437K 0.17%
3,506
-1,297
100
$431K 0.17%
12,308
2 3
4
5 6