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
76
$1.55M 0.4%
162,706
-10,109
77
$1.52M 0.4%
15,405
-3,388
78
$1.5M 0.39%
149,928
-2,921
79
$1.45M 0.38%
53,200
+155
80
$1.23M 0.32%
11,952
-119
81
$1.19M 0.31%
140,926
-7,246
82
$1.18M 0.31%
+8,774
83
$1.12M 0.29%
9,393
+9
84
$986K 0.26%
+4,271
85
$887K 0.23%
12,084
+67
86
$850K 0.22%
8,301
-23,139
87
$807K 0.21%
49,121
+333
88
$770K 0.2%
4,495
-19
89
$735K 0.19%
2,751
-17
90
$715K 0.19%
3,428
-2,012
91
$705K 0.18%
77,130
+342
92
$695K 0.18%
18,990
-60
93
$691K 0.18%
5,113
-18
94
$659K 0.17%
10,803
-229
95
$650K 0.17%
6,761
-39
96
$639K 0.17%
+5,062
97
$625K 0.16%
53,534
-205
98
$617K 0.16%
1,726
-1,058
99
$613K 0.16%
6,030
-24,617
100
$568K 0.15%
+3,996
2 3
4
5 6