IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
1-Year Return
43.53%
This Quarter Return
+9.14%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$500M
AUM Growth
+$94.7M
(+23%)
Cap. Flow
+$66.5M
Cap. Flow
% of AUM
13.3%
Top 10 Holdings %
Top 10 Hldgs %
23.98%
Holding
198
New
87
Increased
59
Reduced
33
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$8.08M |
| 2 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$7.15M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$6.22M |
| 4 |
Oneok
OKE
|
$6.06M |
| 5 |
Truist Financial
TFC
|
$5.25M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.5M |
| 2 |
Upbound Group
UPBD
|
$6.28M |
| 3 |
Bristol-Myers Squibb
BMY
|
$5.68M |
| 4 |
Abbott
ABT
|
$5.53M |
| 5 |
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% |
