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
76
$606K 0.16%
21,910
-76,928
77
$603K 0.16%
+6,394
78
$577K 0.15%
23,973
-211
79
$567K 0.15%
13,143
-566
80
$559K 0.15%
28,826
-1,465
81
$558K 0.14%
+6,804
82
$547K 0.14%
8,472
-427
83
$497K 0.13%
16,995
-622
84
$496K 0.13%
+15,934
85
$489K 0.13%
3,614
-225
86
$463K 0.12%
11,527
-862
87
$457K 0.12%
+28,704
88
$452K 0.12%
3,783
89
$436K 0.11%
24,875
-9,510
90
$436K 0.11%
5,732
-366
91
$431K 0.11%
+10,477
92
$383K 0.1%
2,474
-384
93
$380K 0.1%
1,241
-115
94
$374K 0.1%
3,047
-621
95
$363K 0.09%
2,627
-261
96
$356K 0.09%
+3,177
97
$355K 0.09%
+22,184
98
$328K 0.09%
+10,945
99
$302K 0.08%
607
-109
100
$255K 0.07%
2,863
-1,800
2 3
4
5 6