IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
-10.45%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$434M
AUM Growth
-$88M
(-17%)
Cap. Flow
-$20.7M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
24.52%
Holding
190
New
19
Increased
54
Reduced
73
Closed
35
Top Buys
| 1 |
Shell
SHEL
|
$7.29M |
| 2 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
$5.85M |
| 3 |
AT&T
T
|
$5.84M |
| 4 |
ProShares Inflation Expectations ETF
RINF
|
$4.9M |
| 5 |
Devon Energy
DVN
|
$4.05M |
Top Sells
| 1 |
Ares Management
ARES
|
$7.95M |
| 2 |
Jefferies Financial Group
JEF
|
$4.39M |
| 3 |
Medical Properties Trust
MPW
|
$4.2M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.07M |
| 5 |
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% |
