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
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.12%
34,011
-970
27
$2.4M 1.1%
11,488
+2,019
28
$2.39M 1.09%
22,016
+4,502
29
$2.25M 1.03%
6,129
+856
30
$2.24M 1.03%
30,027
+6,108
31
$2.21M 1.01%
21,023
+321
32
$2.2M 1.01%
16,590
-860
33
$2.19M 1%
23,625
-3,849
34
$2.18M 1%
43,246
+872
35
$2.12M 0.97%
28,878
-1,667
36
$2.11M 0.97%
12,151
+6,060
37
$2.09M 0.96%
12,479
+3,112
38
$2.08M 0.95%
28,263
+1,183
39
$2.05M 0.94%
55,465
+7,950
40
$2.03M 0.93%
6,508
+1,154
41
$2.03M 0.93%
6,499
-32
42
$2.02M 0.93%
46,180
-128,603
43
$1.98M 0.91%
11,862
-371
44
$1.84M 0.84%
9,638
+428
45
$1.76M 0.81%
36,423
+10,229
46
$1.73M 0.79%
41,041
+6,473
47
$1.71M 0.79%
+6,428
48
$1.68M 0.77%
78,288
-122
49
$1.65M 0.76%
18,395
-20,115
50
$1.51M 0.69%
25,815
+21,953
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