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
$405M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.35M
3
+$4.92M
4
CC icon
Chemours
CC
+$4.86M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$4.49M

Top Sells

1
+$5.96M
2
+$5.75M
3
+$5.29M
4
META icon
Meta Platforms (Facebook)
META
+$4.71M
5
PEG icon
Public Service Enterprise Group
PEG
+$4.71M

Sector Composition

1 Technology 21.37%
2 Healthcare 9.34%
3 Financials 8.53%
4 Real Estate 8.1%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.86M 1.2%
+174,174
27
$4.83M 1.19%
29,382
+2,356
28
$4.8M 1.18%
12,897
+290
29
$4.69M 1.16%
95,400
+5,691
30
$4.68M 1.15%
44,166
+2,175
31
$4.68M 1.15%
18,806
+1,060
32
$4.64M 1.14%
16,801
-1,005
33
$4.62M 1.14%
54,299
+36,980
34
$4.54M 1.12%
26,373
+1,374
35
$4.54M 1.12%
288,851
-7,060
36
$4.49M 1.11%
+156,941
37
$4.49M 1.11%
12,598
+377
38
$4.45M 1.1%
84,917
-3,262
39
$4.44M 1.1%
22,269
-6,951
40
$4.35M 1.07%
36,814
+1,890
41
$4.33M 1.07%
+108,365
42
$3.99M 0.98%
195,903
-15,398
43
$3.94M 0.97%
114,653
+7,996
44
$3.84M 0.95%
258,817
-6,728
45
$3.81M 0.94%
+29,705
46
$3.78M 0.93%
45,380
-30,499
47
$3.71M 0.91%
47,066
+6,152
48
$3.71M 0.91%
26,191
+1,819
49
$3.7M 0.91%
251,791
-816
50
$3.69M 0.91%
173,329
+14,593
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