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
51
$2.77M 0.72%
184,086
-1,504
52
$2.76M 0.72%
47,443
-822
53
$2.67M 0.69%
30,598
-6,415
54
$2.65M 0.69%
68,703
-672
55
$2.6M 0.67%
35,642
-692
56
$2.58M 0.67%
153,730
-208
57
$2.39M 0.62%
53,743
-79
58
$2.34M 0.61%
6,193
-126
59
$2.3M 0.6%
8,358
-139
60
$2.27M 0.59%
46,908
-912
61
$2.25M 0.59%
96,758
+353
62
$2.11M 0.55%
198,866
-9,358
63
$2.1M 0.54%
+41,430
64
$2.08M 0.54%
18,408
-92
65
$2.01M 0.52%
6,218
-46
66
$2M 0.52%
7,530
67
$1.95M 0.51%
23,841
-433
68
$1.95M 0.51%
177,551
-8,768
69
$1.92M 0.5%
20,212
-6
70
$1.9M 0.49%
4,019
+3,172
71
$1.84M 0.48%
155,341
-4,074
72
$1.78M 0.46%
21,504
+9
73
$1.77M 0.46%
+8,358
74
$1.73M 0.45%
28,833
-15,150
75
$1.72M 0.45%
+20,486
1 2
3
4 5