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
$218M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 1.08%
17,514
+600
27
$2.26M 1.03%
7,962
+3,138
28
$2.17M 0.99%
9,367
+4,309
29
$2.13M 0.97%
42,374
+2,712
30
$2.05M 0.94%
20,702
+2,499
31
$2.05M 0.94%
5,273
+147
32
$2.04M 0.93%
23,772
+6,769
33
$2.03M 0.93%
5,037
-1,803
34
$1.99M 0.91%
9,469
+371
35
$1.97M 0.9%
17,450
+942
36
$1.95M 0.89%
103,095
-16,246
37
$1.91M 0.87%
30,545
+5,362
38
$1.89M 0.87%
6,531
+158
39
$1.88M 0.86%
5,354
-28
40
$1.82M 0.83%
23,919
+1,094
41
$1.78M 0.82%
47,515
+2,693
42
$1.77M 0.81%
27,080
+11,369
43
$1.77M 0.81%
12,233
-1,061
44
$1.76M 0.8%
9,210
+758
45
$1.65M 0.76%
34,568
+69
46
$1.63M 0.75%
78,410
+11,851
47
$1.51M 0.69%
28,213
+2,350
48
$1.5M 0.69%
26,194
+7,338
49
$1.43M 0.65%
69,819
-1,766
50
$1.42M 0.65%
32,293
-102
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