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
151
$262K 0.05%
+1,109
152
$259K 0.05%
+4,284
153
$258K 0.05%
18,235
-767
154
$257K 0.05%
+4,218
155
$249K 0.05%
+3,951
156
$248K 0.05%
+5,300
157
$241K 0.05%
+10,296
158
$241K 0.05%
+5,317
159
$240K 0.05%
11,230
160
$240K 0.05%
+2,000
161
$239K 0.05%
+7,110
162
$236K 0.05%
+1,750
163
$233K 0.05%
+1,705
164
$230K 0.05%
+1,185
165
$229K 0.05%
+4,200
166
$228K 0.05%
+361
167
$225K 0.05%
+14,908
168
$214K 0.04%
+1,448
169
$212K 0.04%
+12,633
170
$204K 0.04%
+5,974
171
$204K 0.04%
+3,764
172
$203K 0.04%
+11,792
173
$201K 0.04%
+1,503
174
$201K 0.04%
+2,787
175
$196K 0.04%
+10,802
4 5 6
7
8