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

Top Buys

1
+$3.68M
2
+$3.21M
3
+$3.2M
4
LNC icon
Lincoln National
LNC
+$3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.96M

Top Sells

1
+$3.49M
2
+$3.2M
3
+$2.85M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.7M
5
NWL icon
Newell Brands
NWL
+$2.48M

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
176
$46K 0.02%
+2,053
177
$45K 0.02%
+1,529
178
$43K 0.02%
+385
179
$42K 0.02%
+503
180
$41K 0.02%
+1,000
181
$41K 0.02%
+800
182
$40K 0.02%
+600
183
$39K 0.02%
+2,969
184
$38K 0.02%
326
-4,853
185
$38K 0.02%
+2,111
186
$38K 0.02%
+1,946
187
$37K 0.02%
+1,614
188
$36K 0.02%
+292
189
$35K 0.02%
+620
190
$35K 0.02%
+1,612
191
$33K 0.02%
+207
192
$33K 0.02%
+305
193
$32K 0.02%
+225
194
$31K 0.01%
+3,200
195
$31K 0.01%
+9
196
$30K 0.01%
+2,000
197
$30K 0.01%
+436
198
$30K 0.01%
+281
199
$30K 0.01%
+3,207
200
$28K 0.01%
+357
6 7
8
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