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
$209M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.15M
3
+$2.85M
4
MS icon
Morgan Stanley
MS
+$2.84M
5
LNC icon
Lincoln National
LNC
+$2.61M

Top Sells

1
+$3.54M
2
+$3.09M
3
+$2.79M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
BUD icon
AB InBev
BUD
+$2.53M

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
151
$83K 0.04%
+2,784
152
$83K 0.04%
+4,606
153
$81K 0.04%
+1,685
154
$81K 0.04%
+1,347
155
$80K 0.04%
+1,130
156
$80K 0.04%
+2,273
157
$79K 0.04%
945
-41,743
158
$79K 0.04%
+747
159
$76K 0.04%
+1,867
160
$73K 0.04%
+1,564
161
$72K 0.03%
+617
162
$70K 0.03%
+2,415
163
$69K 0.03%
+5,205
164
$67K 0.03%
+2,591
165
$63K 0.03%
1,401
-17,609
166
$62K 0.03%
+4,827
167
$62K 0.03%
+3,455
168
$60K 0.03%
+638
169
$58K 0.03%
1,260
+10
170
$56K 0.03%
+521
171
$54K 0.03%
+1,364
172
$53K 0.03%
+675
173
$52K 0.02%
+1,182
174
$48K 0.02%
+2,100
175
$47K 0.02%
1,245
-23,280
5 6
7
8 9