We are live on ! Find out more
IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.97%
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
+$7.83M
2
+$6.37M
3
+$5.56M
4
RINF icon
ProShares Inflation Expectations ETF
RINF
+$5.27M
5
DVN icon
Devon Energy
DVN
+$4.8M

Top Sells

1
+$7.95M
2
+$4.91M
3
+$4.2M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$4.07M
5
AMZN icon
Amazon
AMZN
+$3.8M

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
151
$138K 0.03%
17,388
152
$126K 0.03%
11,375
-1,892
153
$125K 0.03%
11,012
154
$116K 0.03%
8,501
-208
155
$77K 0.02%
1,250
156
– –
-37,218
157
– –
-97,814
158
– –
-49,201
159
– –
-6,295
160
– –
-5,723
161
– –
-52,867
162
– –
-2,337
163
– –
-5,300
164
– –
-2,238
165
– –
-3,820
166
– –
-8,634
167
– –
-1,610
168
– –
-198,515
169
– –
-5,112
170
– –
-1,612
171
– –
-51,598
172
– –
-11,427
173
– –
-4,347
174
– –
-25,710
175
– –
-3,960
4 5 6
7
8