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
101
$283K 0.14%
9,406
-2,262
102
$266K 0.13%
45,096
-2,000
103
$257K 0.12%
2,490
-97
104
$250K 0.12%
+18,760
105
$233K 0.11%
2,930
-222
106
$232K 0.11%
2,037
+101
107
$231K 0.11%
5,804
-124
108
$227K 0.11%
3,975
-422
109
$221K 0.11%
2,639
+113
110
$216K 0.1%
9,363
+79
111
$199K 0.1%
+2,880
112
$197K 0.09%
+1,907
113
$194K 0.09%
2,055
-2,045
114
$189K 0.09%
+5,170
115
$188K 0.09%
+4,556
116
$183K 0.09%
+2,305
117
$182K 0.09%
11,733
+210
118
$181K 0.09%
+4,897
119
$174K 0.08%
+5,554
120
$162K 0.08%
1,497
-5,819
121
$158K 0.08%
+2,036
122
$153K 0.07%
+5,245
123
$148K 0.07%
+1,900
124
$140K 0.07%
+1,112
125
$135K 0.06%
+1,850
3 4
5
6 7