IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.38M
3
+$1.28M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

1
+$1.97M
2
+$1.71M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.45M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.4M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.04%
10,599
-1,552
27
$2.19M 1%
6,834
-308
28
$2.1M 0.96%
9,564
-3,540
29
$2.09M 0.96%
5,695
-434
30
$2.06M 0.94%
29,203
+325
31
$1.98M 0.91%
14,540
-2,050
32
$1.97M 0.91%
55,235
-230
33
$1.96M 0.9%
68,172
-3,593
34
$1.92M 0.88%
57,789
-42,096
35
$1.88M 0.86%
42,846
-3,334
36
$1.85M 0.85%
26,486
-1,777
37
$1.83M 0.84%
2,474
+82
38
$1.82M 0.83%
36,861
-13,114
39
$1.78M 0.82%
39,344
-1,697
40
$1.77M 0.81%
5,924
-584
41
$1.75M 0.8%
+13,090
42
$1.73M 0.79%
5,919
-580
43
$1.7M 0.78%
58,007
+13,845
44
$1.65M 0.76%
30,058
+994
45
$1.6M 0.73%
17,791
-3,232
46
$1.55M 0.71%
32,694
-1,920
47
$1.53M 0.7%
13,879
-9,746
48
$1.51M 0.69%
16,634
-1,761
49
$1.49M 0.68%
5,517
-592
50
$1.48M 0.68%
57,138
+16,569
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