IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 44.92%
This Quarter Est. Return
1 Year Est. Return
+44.92%
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
126
$235K 0.07%
+1,798
127
$229K 0.07%
+2,937
128
$228K 0.07%
+1,719
129
$217K 0.06%
+1,832
130
$206K 0.06%
+7,409
131
$205K 0.06%
+5,270
132
$193K 0.06%
+1,677
133
$192K 0.06%
+11,491
134
$190K 0.05%
+3,032
135
$190K 0.05%
+1,735
136
$184K 0.05%
+2,108
137
$184K 0.05%
+2,104
138
$178K 0.05%
+4,613
139
$178K 0.05%
+14,084
140
$176K 0.05%
+3,096
141
$163K 0.05%
+2,042
142
$162K 0.05%
+889
143
$155K 0.04%
6,128
-38,938
144
$154K 0.04%
+2,661
145
$152K 0.04%
+788
146
$150K 0.04%
+4,368
147
$145K 0.04%
+498
148
$144K 0.04%
+1,248
149
$142K 0.04%
+815
150
$137K 0.04%
+511
4 5
6
7 8