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
$162M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.79M
3
+$2.69M
4
BBY icon
Best Buy
BBY
+$2.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.42M

Top Sells

1
+$5.1M
2
+$3.68M
3
+$3.25M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.17M

Sector Composition

1 Communication Services 19.61%
2 Financials 18.63%
3 Technology 16.08%
4 Industrials 14.33%
5 Healthcare 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.57M 5.28%
174,794
+20,392
2
$8.52M 5.26%
271,846
+27,400
3
$6.61M 4.08%
100,868
+3,360
4
$5.18M 3.19%
31,322
+861
5
$4.53M 2.79%
121,192
+3,606
6
$4.53M 2.79%
50,828
+1,579
7
$4.49M 2.77%
16,830
+927
8
$4.48M 2.76%
31,557
-85
9
$4.46M 2.75%
24,027
+823
10
$4.21M 2.6%
38,750
+6,036
11
$3.94M 2.43%
26,833
+1,470
12
$3.64M 2.24%
24,264
+1,398
13
$3.46M 2.13%
35,687
+2,963
14
$3.44M 2.12%
27,744
+1,426
15
$3.37M 2.08%
80,740
+5,598
16
$3.22M 1.98%
+64,743
17
$3.21M 1.98%
1,283,480
+141,600
18
$3.19M 1.97%
37,014
+3,770
19
$3.14M 1.94%
48,707
+3,915
20
$3.14M 1.94%
42,895
+1,977
21
$3.1M 1.91%
18,764
+1,690
22
$3.04M 1.88%
19,682
+858
23
$3M 1.85%
90,963
+81,557
24
$2.91M 1.79%
75,818
+5,442
25
$2.79M 1.72%
+42,876
1
2 3 4 5