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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
176
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-34,032
180
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182
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-4,456
183
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184
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185
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186
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189
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190
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-10,816
4 5 6 7
8