IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
+3.79%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$345M
AUM Growth
+$60.2M
(+21%)
Cap. Flow
+$52.3M
Cap. Flow
% of AUM
15.14%
Top 10 Holdings %
Top 10 Hldgs %
21.77%
Holding
397
New
297
Increased
65
Reduced
30
Closed
3
Top Buys
| 1 |
Amazon
AMZN
|
$5.03M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.09M |
| 3 |
Adobe
ADBE
|
$3.56M |
| 4 |
Chevron
CVX
|
$2.41M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.38M |
Top Sells
| 1 |
iShares US Healthcare Providers ETF
IHF
|
$3.83M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.23M |
| 3 |
DuPont de Nemours
DD
|
$2.53M |
| 4 |
AbbVie
ABBV
|
$2.34M |
| 5 |
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% |
