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
101
$418K 0.16%
5,225
-13,150
102
$416K 0.16%
+5,689
103
$383K 0.15%
20,088
-792
104
$380K 0.15%
+23,492
105
$379K 0.15%
+10,452
106
$379K 0.15%
8,180
+180
107
$371K 0.15%
+8,375
108
$355K 0.14%
+3,108
109
$347K 0.14%
+7,008
110
$321K 0.13%
+10,348
111
$291K 0.11%
+6,526
112
$287K 0.11%
+5,800
113
$272K 0.11%
+3,052
114
$268K 0.11%
+10,961
115
$266K 0.1%
+3,064
116
$255K 0.1%
+9,417
117
$251K 0.1%
+7,169
118
$246K 0.1%
+17,951
119
$231K 0.09%
+5,140
120
$229K 0.09%
+2,039
121
$228K 0.09%
2,118
-124
122
$210K 0.08%
+5,017
123
$209K 0.08%
+2,685
124
$208K 0.08%
+2,615
125
$205K 0.08%
+5,980
2 3 4
5
6