IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
This Quarter Return
+1.23%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
+$250M
(+1.4%)
Cap. Flow
+$2.86M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
26.29%
Holding
87
New
3
Increased
–
Reduced
4
Closed
1
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$3.48M |
| 2 |
Energy Transfer Partners
ET
|
$685K |
| 3 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
$305K |
Top Sells
| 1 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$687K |
| 2 |
JPMorgan Chase
JPM
|
$561K |
| 3 |
Nuveen AMT-Free Municipal Credit Income Fund
NVG
|
$343K |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$17.3K |
| 5 |
Nasdaq
NDAQ
|
$86 |
Sector Composition
| 1 | Financials | 19.11% |
| 2 | Technology | 17.17% |
| 3 | Industrials | 12.21% |
| 4 | Energy | 10.11% |
| 5 | Communication Services | 8.81% |
