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
76
$2.46M 0.49%
30,424
-237
77
$2.44M 0.49%
+17,106
78
$2.41M 0.48%
26,261
+1,263
79
$2.3M 0.46%
14,874
+367
80
$2.26M 0.45%
42,565
+4,119
81
$2.24M 0.45%
21,895
+251
82
$2.23M 0.45%
65,053
-546
83
$2.17M 0.43%
188,037
+8,346
84
$2.15M 0.43%
21,129
-10,522
85
$2.01M 0.4%
+12,971
86
$1.98M 0.4%
16,885
-1,515
87
$1.87M 0.37%
72,373
-3,198
88
$1.83M 0.37%
+5,827
89
$1.78M 0.36%
+8,089
90
$1.76M 0.35%
128,497
+6,758
91
$1.75M 0.35%
+7,958
92
$1.74M 0.35%
13,329
+494
93
$1.68M 0.34%
+5,773
94
$1.64M 0.33%
+7,357
95
$1.58M 0.32%
+3,966
96
$1.56M 0.31%
37,786
+1,569
97
$1.52M 0.3%
31,906
+1,694
98
$1.46M 0.29%
13,893
+56
99
$1.45M 0.29%
+6,387
100
$1.44M 0.29%
+9,275
2 3
4
5 6