IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
This Quarter Return
-4.65%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$385M
AUM Growth
+$385M
(-11%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-3.22%
Top 10 Holdings %
Top 10 Hldgs %
27.34%
Holding
169
New
14
Increased
42
Reduced
81
Closed
22
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.76M |
| 2 |
Nasdaq
NDAQ
|
$3.56M |
| 3 |
Unum
UNM
|
$3.35M |
| 4 |
Williams Companies
WMB
|
$2.84M |
| 5 |
Palo Alto Networks
PANW
|
$2.79M |
Top Sells
| 1 |
Chemours
CC
|
$6.7M |
| 2 |
SPDR Gold Trust
GLD
|
$5.86M |
| 3 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
$5.85M |
| 4 |
ProShares Inflation Expectations ETF
RINF
|
$4.9M |
| 5 |
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% |
