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
$385M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.84M
3
+$2.67M
4
IYH icon
iShares US Healthcare ETF
IYH
+$2.1M
5
ABBV icon
AbbVie
ABBV
+$1.8M

Top Sells

1
+$6.7M
2
+$5.86M
3
+$5.85M
4
RINF icon
ProShares Inflation Expectations ETF
RINF
+$4.9M
5
HPQ icon
HP
HPQ
+$4.63M

Sector Composition

1 Technology 19.65%
2 Energy 14.96%
3 Healthcare 11.45%
4 Real Estate 8.92%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.29%
271,472
-1,650
27
$4.79M 1.24%
26,941
-340
28
$4.51M 1.17%
44,399
-733
29
$4.42M 1.15%
66,799
-675
30
$4.23M 1.1%
275,879
-2,882
31
$4.22M 1.1%
51,556
-1,040
32
$4.15M 1.08%
8,175
-279
33
$4.01M 1.04%
27,762
-428
34
$4.01M 1.04%
65,030
-139
35
$3.85M 1%
128,896
+18,447
36
$3.75M 0.98%
118,493
+18,781
37
$3.7M 0.96%
13,015
-264
38
$3.53M 0.92%
15,410
-9
39
$3.38M 0.88%
45,517
+9,374
40
$3.35M 0.87%
+86,363
41
$3.34M 0.87%
28,143
+257
42
$3.29M 0.85%
12,779
-315
43
$3.03M 0.79%
48,667
-1,430
44
$2.98M 0.78%
41,418
-64
45
$2.96M 0.77%
426,278
-16,261
46
$2.94M 0.76%
26,275
+507
47
$2.93M 0.76%
102,940
-606
48
$2.82M 0.73%
41,705
-112
49
$2.78M 0.72%
21,873
+6,455
50
$2.77M 0.72%
27,924
-260
1
2
3 4 5