IWM

Iams Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.58M
3
+$5.82M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.12M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.02%
2 Healthcare 4.55%
3 Financials 4.25%
4 Consumer Staples 3.63%
5 Technology 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$952K 0.97%
+4,441
27
$951K 0.97%
+11,082
28
$950K 0.97%
+36,306
29
$934K 0.95%
+26,710
30
$930K 0.95%
+8,471
31
$914K 0.93%
+13,324
32
$907K 0.92%
+5,053
33
$905K 0.92%
+32,647
34
$903K 0.92%
+10,276
35
$895K 0.91%
+18,728
36
$885K 0.9%
+47,405
37
$866K 0.88%
+15,207
38
$853K 0.87%
+20,661
39
$850K 0.86%
+38,263
40
$817K 0.83%
+3,923
41
$798K 0.81%
+3,028
42
$773K 0.79%
+6,548
43
$751K 0.76%
+14,979
44
$724K 0.74%
+7,042
45
$715K 0.73%
+2,158
46
$665K 0.68%
+9,467
47
$659K 0.67%
+31,355
48
$655K 0.67%
+15,008
49
$639K 0.65%
+3,618
50
$628K 0.64%
+19,518
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