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
$250M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$685K
3
+$305K

Top Sells

1
+$2.18M
2
+$687K
3
+$561K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$343K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$17.3K

Sector Composition

1 Financials 19.11%
2 Technology 17.17%
3 Industrials 12.21%
4 Energy 10.11%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$837K 0.34%
71,740
77
$803K 0.32%
16,421
78
$727K 0.29%
11,465
79
$700K 0.28%
25,076
-618
80
$685K 0.27%
+48,367
81
$583K 0.23%
10,204
82
$471K 0.19%
25,878
83
$465K 0.19%
11,835
84
$323K 0.13%
11,394
85
$305K 0.12%
+23,566
86
$304K 0.12%
11,283
87
– –
-48,517
1 2 3
4