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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.48M
3
+$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Top Sells

1
+$1.7M
2
+$1.59M
3
+$1.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.16M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$953K

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.02%
5,126
+31
27
$2.05M 1.01%
16,914
-4,472
28
$2.03M 1%
22,825
-162
29
$2.02M 0.99%
17,003
+1,144
30
$1.99M 0.97%
35,145
+2,835
31
$1.96M 0.96%
13,294
+1,258
32
$1.94M 0.95%
6,373
+80
33
$1.92M 0.94%
18,203
+1,895
34
$1.9M 0.93%
5,382
-29
35
$1.88M 0.92%
16,508
-1,429
36
$1.87M 0.92%
44,822
+805
37
$1.86M 0.91%
61,283
+28,041
38
$1.85M 0.91%
73,790
+3,195
39
$1.79M 0.88%
6,840
+2,789
40
$1.67M 0.82%
8,452
+646
41
$1.66M 0.82%
25,183
+647
42
$1.58M 0.77%
34,499
+1,220
43
$1.53M 0.75%
71,585
+27,779
44
$1.51M 0.74%
18,856
+2,693
45
$1.49M 0.73%
66,559
+17,566
46
$1.36M 0.67%
4,824
-32
47
$1.34M 0.66%
11,993
-2,631
48
$1.34M 0.66%
7,254
-260
49
$1.34M 0.66%
25,863
+7,357
50
$1.31M 0.65%
8,110
+2
1
2
3 4 5