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
$500M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.15M
3
+$6.22M
4
OKE icon
Oneok
OKE
+$6.06M
5
TFC icon
Truist Financial
TFC
+$5.25M

Top Sells

1
+$7.5M
2
+$6.28M
3
+$5.68M
4
ABT icon
Abbott
ABT
+$5.53M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.42M

Sector Composition

1 Technology 21.53%
2 Financials 12.5%
3 Real Estate 7.44%
4 Communication Services 7.33%
5 Healthcare 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.07%
44,924
+758
27
$5.32M 1.06%
104,661
+2,118
28
$5.32M 1.06%
18,030
+1,229
29
$5.25M 1.05%
26,899
+526
30
$5.25M 1.05%
+94,514
31
$5.12M 1.02%
+180,121
32
$5.08M 1.02%
80,276
+3,396
33
$5.01M 1%
68,049
-13,526
34
$4.92M 0.98%
13,476
+878
35
$4.86M 0.97%
123,535
-9,044
36
$4.83M 0.97%
+147,834
37
$4.79M 0.96%
19,631
+825
38
$4.66M 0.93%
114,305
+5,940
39
$4.65M 0.93%
168,265
+11,324
40
$4.64M 0.93%
51,656
-2,643
41
$4.63M 0.93%
+7,903
42
$4.45M 0.89%
37,041
+227
43
$4.33M 0.87%
262,136
-26,715
44
$4.2M 0.84%
28,324
+2,133
45
$4.19M 0.84%
+37,160
46
$4.12M 0.82%
+8,162
47
$4.11M 0.82%
47,405
+2,025
48
$4.04M 0.81%
75,691
-9,226
49
$4.02M 0.8%
10,873
+487
50
$4M 0.8%
192,770
-3,133
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