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
201
$57K 0.02%
+817
202
$57K 0.02%
+394
203
$56K 0.02%
+5,760
204
$56K 0.02%
+116
205
$55K 0.02%
+482
206
$54K 0.02%
+267
207
$54K 0.02%
900
-23,197
208
$54K 0.02%
+1,100
209
$54K 0.02%
+242
210
$53K 0.02%
+1,840
211
$53K 0.02%
+2,340
212
$53K 0.02%
+668
213
$53K 0.02%
+1,052
214
$53K 0.02%
+1,395
215
$53K 0.02%
+147
216
$53K 0.02%
+233
217
$52K 0.02%
+573
218
$52K 0.02%
+1,219
219
$52K 0.02%
+628
220
$51K 0.01%
+1,100
221
$50K 0.01%
+251
222
$49K 0.01%
+126
223
$49K 0.01%
+493
224
$48K 0.01%
+1,835
225
$48K 0.01%
+186
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