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
76
$2.01M 0.5%
+14,205
77
$2M 0.49%
179,691
+8,521
78
$1.96M 0.48%
15,604
+3,523
79
$1.94M 0.48%
24,998
-4,365
80
$1.86M 0.46%
75,571
-911
81
$1.85M 0.46%
+14,451
82
$1.85M 0.46%
+14,507
83
$1.61M 0.4%
121,739
-5,954
84
$1.46M 0.36%
+12,835
85
$1.41M 0.35%
+13,837
86
$1.4M 0.35%
10,569
+129
87
$1.4M 0.35%
+36,217
88
$1.4M 0.34%
+30,212
89
$1.39M 0.34%
14,540
+61
90
$1.36M 0.34%
+13,538
91
$1.3M 0.32%
29,414
+6,267
92
$1.26M 0.31%
+21,915
93
$1.13M 0.28%
12,889
-21
94
$1.12M 0.28%
16,365
+1,986
95
$1.09M 0.27%
+12,957
96
$1.04M 0.26%
+23,324
97
$1.04M 0.26%
+21,196
98
$1.02M 0.25%
60,101
-1,465
99
$716K 0.18%
+14,018
100
$627K 0.15%
11,190
2 3
4
5 6