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
126
$134K 0.06%
+542
127
$126K 0.06%
+3,033
128
$121K 0.06%
+3,772
129
$118K 0.06%
+1,138
130
$113K 0.05%
+2,800
131
$111K 0.05%
+3,320
132
$109K 0.05%
+7,411
133
$108K 0.05%
1,238
-1,063
134
$106K 0.05%
+1,787
135
$105K 0.05%
+3,360
136
$104K 0.05%
+3,490
137
$102K 0.05%
+2,900
138
$102K 0.05%
1,229
-13,582
139
$101K 0.05%
+2,035
140
$99K 0.05%
+2,058
141
$94K 0.05%
+3,800
142
$91K 0.04%
+415
143
$90K 0.04%
+5,948
144
$89K 0.04%
+1,835
145
$89K 0.04%
+2,161
146
$89K 0.04%
+7,920
147
$88K 0.04%
+990
148
$88K 0.04%
+3,450
149
$86K 0.04%
+3,441
150
$84K 0.04%
+3,478
4 5
6
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