IWM
Iams Wealth Management Portfolio holdings
AUM $218M
AUM
$218M
AUM Growth
+$95.1K (+0%)
Cap. Flow
+$13.8M
Cap. Flow % of AUM
6.34%
Top 10 Holdings %Top 10 Hldgs %
26.2%
Holding
176
New
14
Increased
83
Reduced
46
Closed
19
Top Buys
1 | $2.77M | |
2 | $2.72M | |
3 | $1.71M | |
4 | $1.63M | |
5 | $1.29M |
Top Sells
1 | $5.64M | |
2 | $1.8M | |
3 | $1.15M | |
4 | $1.04M | |
5 | $997K |
Sector Composition
1 | Technology | 9.3% |
2 | Healthcare | 6.76% |
3 | Financials | 6.72% |
4 | Industrials | 5.15% |
5 | Consumer Discretionary | 4.2% |