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
51
$2.83M 0.73%
189,348
+13,365
52
$2.82M 0.73%
28,693
+2,159
53
$2.63M 0.68%
+76,980
54
$2.3M 0.6%
11,854
+619
55
$2.26M 0.59%
21,731
+14,970
56
$2.03M 0.53%
26,653
-8,863
57
$1.99M 0.52%
6,448
-306
58
$1.93M 0.5%
5,435
-182
59
$1.93M 0.5%
18,557
-570
60
$1.91M 0.49%
18,458
-661
61
$1.77M 0.46%
7,749
-211
62
$1.76M 0.46%
9,603
+8,022
63
$1.67M 0.43%
8,038
64
$1.65M 0.43%
+16,838
65
$1.6M 0.41%
3,477
+25
66
$1.48M 0.38%
+558
67
$1.41M 0.37%
+15,157
68
$1.26M 0.33%
+11,297
69
$908K 0.24%
17,120
-1,250
70
$892K 0.23%
8,991
+1
71
$774K 0.2%
4,044
-355
72
$733K 0.19%
4,722
-303
73
$648K 0.17%
3,804
-392
74
$631K 0.16%
14,162
-579
75
$630K 0.16%
24,566
-1,061
1 2
3
4 5