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
51
$3.57M 0.88%
25,322
+1,685
52
$3.55M 0.88%
+29,169
53
$3.33M 0.82%
221,970
-35,468
54
$3.26M 0.8%
57,849
+13,602
55
$3.26M 0.8%
17,845
+2,153
56
$3.23M 0.8%
31,651
-15,683
57
$3.14M 0.78%
31,473
+587
58
$3.1M 0.76%
204,631
-585
59
$3.08M 0.76%
13,566
+710
60
$3.05M 0.75%
33,134
+5,577
61
$3.04M 0.75%
90,318
+7,645
62
$3.01M 0.74%
+10,386
63
$2.73M 0.67%
154,562
+13,975
64
$2.58M 0.64%
29,029
+13,273
65
$2.5M 0.62%
+88,427
66
$2.46M 0.61%
57,581
+3,857
67
$2.41M 0.59%
61,883
+383
68
$2.4M 0.59%
+30,661
69
$2.34M 0.58%
37,569
+18,068
70
$2.21M 0.55%
21,866
+3,692
71
$2.2M 0.54%
65,599
-2,983
72
$2.16M 0.53%
32,146
+6,932
73
$2.13M 0.53%
18,400
+78
74
$2.13M 0.53%
21,644
+3,800
75
$2.04M 0.5%
38,446
+5,604
1 2
3
4 5