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
1
$8.14M 3.9%
154,402
+1,843
2
$7.65M 3.66%
244,446
-36,795
3
$6.12M 2.93%
97,508
+2,115
4
$5.1M 2.44%
50,323
+13,135
5
$4.83M 2.31%
30,461
+193
6
$4.33M 2.07%
117,586
+10,012
7
$4.14M 1.98%
23,204
+264
8
$4.1M 1.96%
15,903
+510
9
$4.03M 1.93%
49,249
+746
10
$4.02M 1.92%
31,642
+1,856
11
$4.01M 1.92%
27,424
+4,036
12
$3.78M 1.81%
32,714
+13,727
13
$3.68M 1.76%
+42,941
14
$3.44M 1.65%
25,363
+493
15
$3.36M 1.61%
22,866
+140
16
$3.21M 1.54%
+69,077
17
$3.2M 1.53%
+75,142
18
$3.17M 1.52%
13,980
+13,055
19
$3.09M 1.48%
27,046
+670
20
$3.07M 1.47%
81,413
-47,917
21
$3M 1.44%
+44,792
22
$2.97M 1.42%
1,141,880
+45,160
23
$2.97M 1.42%
32,724
+923
24
$2.96M 1.42%
26,318
+5,925
25
$2.88M 1.38%
63,095
+20,131
1
2 3 4 5