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
$405M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.35M
3
+$4.92M
4
CC icon
Chemours
CC
+$4.86M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$4.49M

Top Sells

1
+$5.96M
2
+$5.75M
3
+$5.29M
4
META icon
Meta Platforms (Facebook)
META
+$4.71M
5
PEG icon
Public Service Enterprise Group
PEG
+$4.71M

Sector Composition

1 Technology 21.37%
2 Healthcare 9.34%
3 Financials 8.53%
4 Real Estate 8.1%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 4.38%
75,262
+857
2
$13.2M 3.24%
107,689
-17,809
3
$11.8M 2.9%
202,106
+4,322
4
$10.7M 2.64%
801,440
-129,360
5
$9.99M 2.46%
50,449
+8,587
6
$9.37M 2.31%
49,566
+1,390
7
$7.61M 1.88%
140,553
+2,088
8
$7.51M 1.85%
56,677
-14,823
9
$7.5M 1.85%
140,557
+110,711
10
$7.46M 1.84%
326,126
+4,006
11
$7.01M 1.73%
33,112
-785
12
$6.84M 1.69%
40,237
+1,220
13
$6.64M 1.64%
87,884
+757
14
$6.43M 1.59%
21,055
-12,036
15
$6.28M 1.55%
108,957
+3,130
16
$6.08M 1.5%
131,210
+4,180
17
$5.68M 1.4%
89,983
-2,202
18
$5.64M 1.39%
81,575
-33
19
$5.58M 1.38%
283,883
+10,527
20
$5.58M 1.38%
587,694
-73,030
21
$5.53M 1.36%
46,182
+13,880
22
$5.35M 1.32%
+102,543
23
$5.09M 1.26%
132,579
-15,533
24
$5.06M 1.25%
90,295
+6,647
25
$4.92M 1.21%
+76,880
1
2 3 4 5