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
$250M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$685K
3
+$305K

Top Sells

1
+$2.18M
2
+$687K
3
+$561K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$343K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$17.3K

Sector Composition

1 Financials 19.11%
2 Technology 17.17%
3 Industrials 12.21%
4 Energy 10.11%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.41M 3.77%
106,288
2
$8.1M 3.24%
171,723
3
$6.91M 2.77%
260,711
4
$6.32M 2.53%
29,109
5
$6.18M 2.47%
1,117,680
6
$6.1M 2.44%
18,321
7
$6.01M 2.4%
50,738
8
$5.89M 2.36%
27,776
9
$5.5M 2.2%
51,044
-5,198
10
$5.26M 2.1%
24,018
11
$5.01M 2%
122,096
12
$4.89M 1.96%
92,859
13
$4.42M 1.77%
43,872
14
$4.36M 1.75%
47,611
15
$4.26M 1.71%
80,612
16
$4.21M 1.69%
41,520
17
$4.11M 1.65%
23,949
18
$4.09M 1.64%
71,109
19
$4.08M 1.63%
26,260
20
$4.01M 1.61%
47,983
21
$4M 1.6%
107,278
22
$3.99M 1.6%
78,808
23
$3.98M 1.59%
47,042
24
$3.92M 1.57%
15,226
25
$3.9M 1.56%
22,577
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