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
$164M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.97M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.13M

Top Sells

1
+$4.7M
2
+$1.49M
3
+$1.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M
5
CCI icon
Crown Castle
CCI
+$995K

Sector Composition

1 Technology 6.38%
2 Industrials 6.03%
3 Healthcare 5.23%
4 Financials 5.15%
5 Energy 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.08%
8,312
+64
27
$1.74M 1.06%
10,867
+459
28
$1.65M 1.01%
4,380
-513
29
$1.64M 1%
38,973
+902
30
$1.63M 1%
26,124
+1,342
31
$1.63M 0.99%
4,305
+1,123
32
$1.61M 0.99%
58,617
-54,047
33
$1.58M 0.97%
5,360
+51
34
$1.55M 0.95%
22,236
+1,295
35
$1.51M 0.92%
28,638
-290
36
$1.5M 0.92%
20,609
+167
37
$1.42M 0.87%
26,508
+436
38
$1.35M 0.83%
37,197
-9,913
39
$1.28M 0.78%
16,530
+7,450
40
$1.25M 0.76%
13,197
+4,377
41
$1.22M 0.74%
6,786
-108
42
$1.19M 0.73%
14,539
+1,012
43
$1.19M 0.73%
34,673
-1,493
44
$1.18M 0.72%
28,717
-3,397
45
$1.18M 0.72%
23,858
+2,183
46
$1.18M 0.72%
6,486
+1,233
47
$1.15M 0.7%
40,513
+3,391
48
$1.13M 0.69%
+3,424
49
$1.13M 0.69%
7,362
+1,504
50
$1.12M 0.69%
6,941
+406
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