IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.16M
3
+$4.11M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.03M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.02M

Top Sells

1
+$5.45M
2
+$3.73M
3
+$3.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.19M
5
USB icon
US Bancorp
USB
+$3.07M

Sector Composition

1 Financials 19.42%
2 Technology 17.4%
3 Industrials 12.37%
4 Energy 9.97%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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