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
$270M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.84M
3 +$1.76M
4
NKE icon
Nike
NKE
+$861K
5
BTI icon
British American Tobacco
BTI
+$820K

Top Sells

1 +$2.17M
2 +$1.95M
3 +$1.87M
4
RAI
Reynolds American Inc
RAI
+$1.57M
5
MO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-24,619