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
$434M
AUM Growth
-$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5.85M
3
+$5.84M
4
RINF icon
ProShares Inflation Expectations ETF
RINF
+$4.9M
5
DVN icon
Devon Energy
DVN
+$4.05M

Top Sells

1
+$7.95M
2
+$4.39M
3
+$4.2M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.07M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.24M

Sector Composition

1 Technology 20.04%
2 Energy 12.3%
3 Healthcare 10.74%
4 Real Estate 8.83%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.07%
8,937
+37
127
$305K 0.07%
+3,172
128
$297K 0.07%
+5,462
129
$288K 0.07%
2,472
-348
130
$281K 0.06%
+3,890
131
$280K 0.06%
+5,474
132
$276K 0.06%
1,011
-5,939
133
$274K 0.06%
8,418
+3
134
$250K 0.06%
835
-36
135
$247K 0.06%
3,736
+215
136
$247K 0.06%
1,870
+317
137
$245K 0.06%
15,759
-1,390
138
$242K 0.06%
564
-18
139
$226K 0.05%
13,125
-1,312
140
$222K 0.05%
5,986
-34
141
$222K 0.05%
1,730
+5
142
$211K 0.05%
3,730
-85
143
$205K 0.05%
11,537
+42
144
$203K 0.05%
1,562
145
$202K 0.05%
1,467
-135
146
$175K 0.04%
14,908
147
$169K 0.04%
10,802
148
$166K 0.04%
+10,000
149
$164K 0.04%
13,893
+52
150
$162K 0.04%
22,256
4 5
6
7 8