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
$386M
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.5M
3
+$3.83M
4
JXN icon
Jackson Financial
JXN
+$2.86M
5
TFC icon
Truist Financial
TFC
+$2.63M

Top Sells

1
+$8.94M
2
+$5.69M
3
+$5.2M
4
NEE icon
NextEra Energy
NEE
+$3.94M
5
CVX icon
Chevron
CVX
+$3.65M

Sector Composition

1 Technology 28.22%
2 Energy 13.18%
3 Healthcare 11.39%
4 Financials 11.14%
5 Real Estate 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 1.44%
66,848
+1,380
27
$5.48M 1.42%
43,952
+1,232
28
$5.32M 1.38%
51,300
+648
29
$5.31M 1.38%
97,180
+2,719
30
$5.17M 1.34%
51,750
+1,836
31
$5.01M 1.3%
+132,188
32
$4.92M 1.28%
150,862
-1,038
33
$4.78M 1.24%
8,285
-2,731
34
$4.12M 1.07%
50,027
+1,638
35
$3.94M 1.02%
51,174
-51,171
36
$3.91M 1.01%
98,727
+4,182
37
$3.89M 1.01%
29,660
+1,270
38
$3.83M 0.99%
+42,120
39
$3.82M 0.99%
214,089
+16,971
40
$3.79M 0.98%
13,277
+348
41
$3.78M 0.98%
28,237
+1,450
42
$3.53M 0.92%
48,918
+1,805
43
$3.5M 0.91%
103,553
+5,007
44
$3.4M 0.88%
8,829
+518
45
$3.26M 0.85%
14,590
-6,167
46
$3.25M 0.84%
29,641
-702
47
$3.04M 0.79%
48,072
+2,967
48
$2.92M 0.76%
42,489
+2,255
49
$2.87M 0.74%
37,692
+1,736
50
$2.86M 0.74%
+76,534
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