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
101
$1.43M 0.29%
14,549
+9
102
$1.37M 0.27%
+17,590
103
$1.37M 0.27%
9,261
-1,308
104
$1.35M 0.27%
22,885
+970
105
$1.32M 0.26%
24,587
+3,391
106
$1.3M 0.26%
13,082
+193
107
$1.21M 0.24%
+5,550
108
$1.13M 0.23%
+17,420
109
$1.04M 0.21%
57,983
-2,118
110
$881K 0.18%
+7,658
111
$801K 0.16%
+6,125
112
$764K 0.15%
8,866
-4,091
113
$751K 0.15%
13,874
-144
114
$721K 0.14%
+4,678
115
$712K 0.14%
+14,024
116
$679K 0.14%
+776
117
$572K 0.11%
+19,700
118
$554K 0.11%
+7,135
119
$552K 0.11%
+5,422
120
$547K 0.11%
+8,118
121
$539K 0.11%
+1,938
122
$490K 0.1%
+11,224
123
$489K 0.1%
3,819
-11,785
124
$446K 0.09%
+2,572
125
$441K 0.09%
+611
3 4
5
6 7