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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.71M
3
+$5.82M
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.62M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.47%
2 Healthcare 6.02%
3 Financials 5.62%
4 Technology 4.94%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.17%
+79,440
27
$1.69M 1.17%
+5,580
28
$1.64M 1.13%
+8,858
29
$1.61M 1.12%
+21,547
30
$1.59M 1.1%
+10,899
31
$1.55M 1.07%
+16,005
32
$1.5M 1.04%
+5,585
33
$1.5M 1.04%
+8,612
34
$1.47M 1.02%
+5,580
35
$1.45M 1%
+3,370
36
$1.41M 0.97%
+28,034
37
$1.38M 0.96%
+30,052
38
$1.32M 0.91%
+26,981
39
$1.31M 0.91%
+45,796
40
$1.18M 0.82%
+5,197
41
$1.11M 0.77%
+14,173
42
$1.1M 0.76%
+3,576
43
$1.1M 0.76%
+16,022
44
$1.09M 0.75%
+7,001
45
$1.09M 0.75%
+32,907
46
$1.04M 0.72%
+6,526
47
$1.03M 0.71%
+8,399
48
$1.03M 0.71%
+11,224
49
$1.02M 0.71%
+37,263
50
$994K 0.69%
+5,679
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