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
$434M
AUM Growth
-$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5.85M
3
+$5.84M
4
RINF icon
ProShares Inflation Expectations ETF
RINF
+$4.9M
5
DVN icon
Devon Energy
DVN
+$4.05M

Top Sells

1
+$7.95M
2
+$4.39M
3
+$4.2M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.07M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.24M

Sector Composition

1 Technology 20.04%
2 Energy 12.3%
3 Healthcare 10.74%
4 Real Estate 8.83%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.47%
6,264
-115
77
$1.97M 0.45%
159,415
-329
78
$1.97M 0.45%
18,500
-30,380
79
$1.93M 0.44%
+47,820
80
$1.92M 0.44%
+94,158
81
$1.88M 0.43%
172,815
-9,229
82
$1.88M 0.43%
21,495
+8
83
$1.86M 0.43%
18,793
-76
84
$1.73M 0.4%
152,849
-5,742
85
$1.69M 0.39%
7,530
-4,941
86
$1.64M 0.38%
53,045
-480
87
$1.58M 0.36%
8,383
-2,712
88
$1.32M 0.3%
148,172
+1,018
89
$1.28M 0.3%
12,071
-1,127
90
$1.19M 0.27%
9,384
+9
91
$1.18M 0.27%
5,440
-108
92
$1.05M 0.24%
2,784
+51
93
$961K 0.22%
12,017
-432
94
$935K 0.22%
48,788
-1,509
95
$903K 0.21%
38,409
+3,137
96
$818K 0.19%
6,155
-21
97
$812K 0.19%
19,050
+40
98
$801K 0.18%
+8,076
99
$780K 0.18%
76,788
-9,341
100
$776K 0.18%
2,768
2 3
4
5 6