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
$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
176
$83K 0.02%
+1,431
177
$83K 0.02%
+499
178
$81K 0.02%
+769
179
$81K 0.02%
+972
180
$79K 0.02%
+375
181
$74K 0.02%
+6,247
182
$73K 0.02%
+1,311
183
$72K 0.02%
+730
184
$70K 0.02%
+876
185
$67K 0.02%
+925
186
$66K 0.02%
+525
187
$65K 0.02%
+1,620
188
$65K 0.02%
+1,000
189
$65K 0.02%
+337
190
$65K 0.02%
+2,940
191
$64K 0.02%
+1,936
192
$63K 0.02%
+421
193
$62K 0.02%
+2,692
194
$61K 0.02%
+311
195
$61K 0.02%
+1,157
196
$61K 0.02%
+1,300
197
$60K 0.02%
+867
198
$60K 0.02%
+3,195
199
$60K 0.02%
+217
200
$60K 0.02%
+2,415
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8
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