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
101
$540K 0.14%
4,351
-1,804
102
$533K 0.14%
4,286
-22
103
$532K 0.14%
+6,819
104
$511K 0.13%
30,694
+217
105
$475K 0.12%
8,155
+116
106
$468K 0.12%
5,838
-191
107
$465K 0.12%
2,845
+43
108
$464K 0.12%
+3,509
109
$451K 0.12%
4,945
-3,131
110
$442K 0.11%
45,693
-4,056
111
$438K 0.11%
+8,910
112
$420K 0.11%
6,404
+103
113
$393K 0.1%
34,538
114
$381K 0.1%
+13,394
115
$370K 0.1%
3,523
-6
116
$367K 0.1%
3,022
-28
117
$365K 0.09%
2,785
-27
118
$350K 0.09%
1,985
119
$350K 0.09%
34,060
120
$325K 0.08%
1,291
-9
121
$295K 0.08%
2,834
+3
122
$290K 0.08%
8,971
+34
123
$286K 0.07%
+1,657
124
$279K 0.07%
3,183
+11
125
$276K 0.07%
827
-8
3 4
5
6 7