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
101
$282K 0.15%
+2,587
102
$260K 0.14%
+8,611
103
$257K 0.14%
+1,773
104
$254K 0.14%
+3,152
105
$233K 0.13%
+5,928
106
$226K 0.12%
+1,936
107
$211K 0.12%
+9,284
108
$207K 0.11%
+2,301
109
$203K 0.11%
+2,526
110
$201K 0.11%
+925
111
$197K 0.11%
+11,523
112
$179K 0.1%
+11,409
113
$53K 0.03%
+1,250