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
201
$28K 0.01%
+1,200
202
$28K 0.01%
+266
203
$28K 0.01%
+556
204
$28K 0.01%
+1,198
205
$27K 0.01%
+385
206
$27K 0.01%
+357
207
$26K 0.01%
+225
208
$25K 0.01%
+455
209
$25K 0.01%
+801
210
$24K 0.01%
+596
211
$24K 0.01%
+476
212
$24K 0.01%
+221
213
$23K 0.01%
+658
214
$23K 0.01%
+202
215
$23K 0.01%
+2,406
216
$23K 0.01%
+445
217
$23K 0.01%
+864
218
$22K 0.01%
+1,150
219
$22K 0.01%
+242
220
$22K 0.01%
+316
221
$22K 0.01%
+189
222
$21K 0.01%
+330
223
$21K 0.01%
+328
224
$20K 0.01%
+700
225
$20K 0.01%
+1,229
7 8
9
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