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
$155M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$2.84M
3
+$2.3M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.13M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M

Top Sells

1
+$2.35M
2
+$1.23M
3
+$1.18M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.12M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.03M

Sector Composition

1 Industrials 6.38%
2 Financials 5.97%
3 Technology 5.91%
4 Healthcare 5.39%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.08%
38,071
-7,240
27
$1.66M 1.07%
16,017
-3,223
28
$1.66M 1.07%
20,442
-1,105
29
$1.63M 1.05%
24,782
-2,721
30
$1.61M 1.04%
20,941
-1,996
31
$1.57M 1.02%
5,309
-271
32
$1.53M 0.99%
10,408
-491
33
$1.51M 0.97%
10,099
-287
34
$1.49M 0.97%
28,928
-1,124
35
$1.44M 0.93%
7,708
+1,182
36
$1.39M 0.9%
32,114
-793
37
$1.38M 0.89%
18,316
+2,294
38
$1.37M 0.89%
26,072
-1,962
39
$1.24M 0.8%
54,833
-24,607
40
$1.22M 0.79%
13,527
-646
41
$1.22M 0.79%
36,166
-1,097
42
$1.2M 0.78%
6,894
+853
43
$1.19M 0.77%
7,710
-689
44
$1.19M 0.77%
4,132
-1,453
45
$1.18M 0.76%
2,465
-905
46
$1.12M 0.72%
3,182
-394
47
$1.11M 0.72%
2,947
+60
48
$1.05M 0.68%
5,293
-386
49
$1.03M 0.67%
4,575
-622
50
$1.02M 0.66%
6,535
-466
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