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
$405M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$5.35M
3 +$4.92M
4
CC icon
Chemours
CC
+$4.86M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$4.49M

Top Sells

1 +$5.96M
2 +$5.75M
3 +$5.29M
4
META icon
Meta Platforms (Facebook)
META
+$4.71M
5
PEG icon
Public Service Enterprise Group
PEG
+$4.71M

Sector Composition

1 Technology 21.37%
2 Healthcare 9.34%
3 Financials 8.53%
4 Real Estate 8.1%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,760
127
-20,488