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
$279M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.45M
3 +$4.26M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.32M
5
PLD icon
Prologis
PLD
+$2.81M

Top Sells

1 +$4.26M
2 +$3.64M
3 +$2.91M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.8M
5
CVX icon
Chevron
CVX
+$2.64M

Sector Composition

1 Financials 18.21%
2 Technology 17.48%
3 Industrials 11.1%
4 Communication Services 8.57%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-22,044
102
-11,283
103
-56,622