IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
+4%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
-$44.1M
(-13%)
Cap. Flow
-$53.3M
Cap. Flow
% of AUM
-17.7%
Top 10 Holdings %
Top 10 Hldgs %
26.9%
Holding
399
New
5
Increased
63
Reduced
25
Closed
304
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$4.63M |
| 2 |
Merck
MRK
|
$3.49M |
| 3 |
Quest Diagnostics
DGX
|
$3.08M |
| 4 |
Accenture
ACN
|
$2.8M |
| 5 |
STAG Industrial
STAG
|
$2.17M |
Top Sells
| 1 |
Amazon
AMZN
|
$5.03M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$4.41M |
| 3 |
ProShares Short S&P500
SH
|
$4.23M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$4.09M |
| 5 |
Adobe
ADBE
|
$3.56M |
Sector Composition
| 1 | Technology | 15.61% |
| 2 | Energy | 9.45% |
| 3 | Real Estate | 8.66% |
| 4 | Healthcare | 8.45% |
| 5 | Communication Services | 8.38% |
