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
101
$1.06M 0.31%
9,220
-2,783
102
$1.04M 0.3%
+21,017
103
$1.03M 0.3%
+7,389
104
$962K 0.28%
34,335
+2,435
105
$925K 0.27%
90,940
+6,659
106
$914K 0.26%
+25,440
107
$789K 0.23%
49,754
+405
108
$726K 0.21%
+9,486
109
$716K 0.21%
58,193
+3,608
110
$690K 0.2%
11,919
-65
111
$675K 0.19%
+13,648
112
$605K 0.17%
+7,761
113
$449K 0.13%
28,448
+4,928
114
$441K 0.13%
+3,000
115
$399K 0.12%
20,622
-1,254
116
$363K 0.1%
38,279
-6,894
117
$358K 0.1%
+2,109
118
$314K 0.09%
17,089
+96
119
$295K 0.09%
+15,730
120
$291K 0.08%
23,024
-2,590
121
$279K 0.08%
+15,760
122
$266K 0.08%
+5,236
123
$256K 0.07%
+8,945
124
$251K 0.07%
+2,112
125
$236K 0.07%
+2,705
3 4
5
6 7