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
1
$10.9M 3.14%
81,359
-5,061
2
$8.86M 2.55%
155,019
-3,014
3
$8.51M 2.45%
83,619
-31,785
4
$7.09M 2.05%
129,544
+833
5
$6.92M 2%
112,055
+9,004
6
$6.9M 1.99%
33,189
+583
7
$6.72M 1.94%
131,176
+1,248
8
$6.56M 1.89%
132,564
+25,280
9
$6.42M 1.85%
55,912
+1,531
10
$6.35M 1.83%
250,819
+8,671
11
$6.33M 1.83%
56,660
-2,051
12
$6.09M 1.76%
35,099
-2,685
13
$5.36M 1.55%
14,757
+201
14
$5.21M 1.5%
19,695
-703
15
$5.11M 1.47%
120,904
+14,023
16
$5.03M 1.45%
+53,160
17
$4.52M 1.3%
85,493
+449
18
$4.42M 1.27%
119,878
+14,815
19
$4.41M 1.27%
49,133
+160
20
$4.39M 1.27%
51,275
+1,648
21
$4.23M 1.22%
39,737
+1,346
22
$4.19M 1.21%
60,935
+664
23
$4.08M 1.18%
+75,460
24
$4.07M 1.17%
32,127
-4
25
$3.83M 1.11%
40,767
+1,277
1
2 3 4 5