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
$385M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.84M
3
+$2.67M
4
IYH icon
iShares US Healthcare ETF
IYH
+$2.1M
5
ABBV icon
AbbVie
ABBV
+$1.8M

Top Sells

1
+$6.7M
2
+$5.86M
3
+$5.85M
4
RINF icon
ProShares Inflation Expectations ETF
RINF
+$4.9M
5
HPQ icon
HP
HPQ
+$4.63M

Sector Composition

1 Technology 19.65%
2 Energy 14.96%
3 Healthcare 11.45%
4 Real Estate 8.92%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-94,158
152
– –
-17,709
153
– –
-3,730
154
– –
-5,462
155
– –
-141,139
156
– –
-15,220
157
– –
-38,409
158
– –
-564
159
– –
-99,598
160
– –
-54,414
161
– –
-1,562
162
– –
-8,383
163
– –
-1,870
164
– –
-1,467
165
– –
-2,949
166
– –
-10,445
167
– –
-10,000
168
– –
-158,694
169
– –
-209,080
3 4 5 6
7