IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
This Quarter Return
+6.41%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+6.2%)
Cap. Flow
+$104K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
23.99%
Holding
151
New
21
Increased
60
Reduced
53
Closed
8
Top Buys
| 1 |
Blackrock
BLK
|
$2.19M |
| 2 |
Crown Castle
CCI
|
$1.84M |
| 3 |
Western Digital
WDC
|
$1.76M |
| 4 |
Nike
NKE
|
$861K |
| 5 |
British American Tobacco
BTI
|
$820K |
Top Sells
| 1 |
EPR Properties
EPR
|
$2.17M |
| 2 |
B&G Foods
BGS
|
$1.95M |
| 3 |
Kraft Heinz
KHC
|
$1.87M |
| 4 |
RAI
Reynolds American Inc
RAI
|
$1.57M |
| 5 |
Altria Group
MO
|
$1.06M |
Sector Composition
| 1 | Financials | 16.15% |
| 2 | Communication Services | 13.59% |
| 3 | Technology | 13.16% |
| 4 | Industrials | 12.35% |
| 5 | Healthcare | 8.63% |
