IWM
Iams Wealth Management Portfolio holdings
AUM
$218M
This Quarter Return
+8.03%
1 Year Return
+12.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.3M
AUM Growth
–
Cap. Flow
+$98.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
