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
126
$437K 0.09%
+3,228
127
$430K 0.09%
+5,914
128
$422K 0.08%
2,560
-26,822
129
$400K 0.08%
+2,333
130
$368K 0.07%
+1,996
131
$361K 0.07%
36,267
+78
132
$358K 0.07%
+6,948
133
$353K 0.07%
10,747
-279
134
$338K 0.07%
16,412
-2,029
135
$330K 0.07%
+8,515
136
$328K 0.07%
17,006
-475
137
$325K 0.07%
+5,144
138
$324K 0.06%
+8,935
139
$310K 0.06%
+1,734
140
$306K 0.06%
+1,868
141
$299K 0.06%
+2,247
142
$294K 0.06%
+834
143
$291K 0.06%
+974
144
$289K 0.06%
+1,869
145
$288K 0.06%
+1,985
146
$288K 0.06%
18,744
147
$286K 0.06%
+5,539
148
$285K 0.06%
20,848
-1,581
149
$280K 0.06%
16,120
150
$264K 0.05%
+1,881
4 5
6
7 8