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
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.87M
3
+$2.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.79M

Top Sells

1
+$5.56M
2
+$4.97M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.03%
12,036
+235
27
$1.87M 1.02%
16,308
+283
28
$1.86M 1.02%
17,937
+3,061
29
$1.85M 1.01%
22,987
+751
30
$1.84M 1.01%
11,168
+301
31
$1.78M 0.97%
9,206
+5,699
32
$1.77M 0.97%
24,536
-1,588
33
$1.75M 0.96%
5,095
+715
34
$1.72M 0.94%
44,017
+5,044
35
$1.72M 0.94%
70,595
+25,424
36
$1.71M 0.93%
18,440
-5,537
37
$1.7M 0.93%
13,892
-3,909
38
$1.64M 0.9%
5,411
+1,106
39
$1.6M 0.88%
6,293
+933
40
$1.58M 0.87%
+51,831
41
$1.53M 0.84%
14,624
-3,589
42
$1.48M 0.81%
16,163
+1,624
43
$1.42M 0.78%
7,806
+1,020
44
$1.35M 0.74%
24,612
-4,026
45
$1.32M 0.72%
33,279
+4,562
46
$1.31M 0.72%
5,740
+153
47
$1.29M 0.71%
32,404
-2,269
48
$1.26M 0.69%
4,856
+523
49
$1.24M 0.68%
+15,890
50
$1.2M 0.66%
+45,995
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