IWA

IBEX Wealth Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 36.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.32%
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
+$5M
2
+$4.97M
3
+$3.85M
4
TFC icon
Truist Financial
TFC
+$3.36M
5
JXN icon
Jackson Financial
JXN
+$3.14M

Top Sells

1
+$8.94M
2
+$5.69M
3
+$5.2M
4
NEE icon
NextEra Energy
NEE
+$3.94M
5
CVX icon
Chevron
CVX
+$3.75M

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
176
– –
-66,747
177
– –
-6,303
178
– –
-5,995
179
– –
-1,120
180
– –
-2,645
181
– –
-1,494
182
– –
-21,303
183
– –
-82,156
184
– –
-21,417
185
– –
-18,808
186
– –
-3,938
187
– –
-12,586
188
– –
-1,612
189
– –
-7,580
190
– –
-66,185
191
– –
-22,256
4 5 6 7
8