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
151
$133K 0.04%
+4,621
152
$128K 0.04%
+1,158
153
$127K 0.04%
+1,198
154
$121K 0.03%
+1,119
155
$116K 0.03%
+4,025
156
$109K 0.03%
+817
157
$109K 0.03%
+1,337
158
$108K 0.03%
+1,051
159
$106K 0.03%
+329
160
$103K 0.03%
+1,743
161
$103K 0.03%
+3,260
162
$103K 0.03%
+853
163
$102K 0.03%
+1,356
164
$102K 0.03%
+2,096
165
$101K 0.03%
+2,325
166
$100K 0.03%
+6,172
167
$98K 0.03%
+3,436
168
$95K 0.03%
+1,990
169
$95K 0.03%
+859
170
$94K 0.03%
+2,155
171
$93K 0.03%
+4,123
172
$91K 0.03%
+8,694
173
$90K 0.03%
+1,409
174
$89K 0.03%
+673
175
$86K 0.02%
+2,215
5 6
7
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