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
$345M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.08M
3
+$3.56M
4
CVX icon
Chevron
CVX
+$2.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.38M

Top Sells

1
+$3.83M
2
+$3.23M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.34M
5
SKT icon
Tanger
SKT
+$2.07M

Sector Composition

1 Technology 14.77%
2 Energy 8.25%
3 Communication Services 8.14%
4 Financials 8.08%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.85M 0.53%
22,066
+90
77
$1.78M 0.51%
43,322
+5,829
78
$1.78M 0.51%
+4,847
79
$1.77M 0.51%
+6,035
80
$1.77M 0.51%
+4,942
81
$1.76M 0.51%
17,411
-16,600
82
$1.74M 0.5%
119,021
-10,367
83
$1.71M 0.49%
+11,396
84
$1.66M 0.48%
48,641
+631
85
$1.64M 0.47%
4,079
+644
86
$1.63M 0.47%
39,659
+11
87
$1.62M 0.47%
+9,562
88
$1.61M 0.46%
+47,334
89
$1.61M 0.46%
+8,604
90
$1.6M 0.46%
19,087
+104
91
$1.58M 0.46%
32,198
+8,799
92
$1.56M 0.45%
110,533
+7,896
93
$1.55M 0.45%
+11,108
94
$1.47M 0.42%
+5,552
95
$1.35M 0.39%
11,922
-198
96
$1.32M 0.38%
55,507
+10,404
97
$1.31M 0.38%
106,127
+16,843
98
$1.3M 0.38%
+12,110
99
$1.14M 0.33%
+25,420
100
$1.1M 0.32%
+20,260
2 3
4
5 6