IWM

Iams Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.07M
3
+$1.79M
4
WM icon
Waste Management
WM
+$1.32M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.24M

Top Sells

1
+$1.82M
2
+$1.75M
3
+$905K
4
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$712K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$632K

Sector Composition

1 Technology 10.98%
2 Financials 6.55%
3 Industrials 5.39%
4 Healthcare 4.84%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.04%
8,480
-1,497
27
$2.56M 1.03%
30,530
-953
28
$2.52M 1.01%
8,119
+1,285
29
$2.51M 1.01%
12,632
+1,358
30
$2.41M 0.97%
10,514
-85
31
$2.35M 0.94%
67,454
+9,665
32
$2.34M 0.94%
52,693
+9,847
33
$2.26M 0.91%
5,571
-124
34
$2.19M 0.88%
73,594
+15,587
35
$2.15M 0.86%
77,845
+31,615
36
$2.12M 0.85%
64,903
-3,269
37
$2.1M 0.84%
15,643
+1,103
38
$2.07M 0.83%
8,392
+2,468
39
$2.06M 0.83%
28,787
-416
40
$2.06M 0.83%
26,836
+350
41
$2.06M 0.83%
6,772
+853
42
$2.03M 0.81%
64,585
+9,350
43
$1.87M 0.75%
7,672
+2,280
44
$1.85M 0.74%
37,073
+212
45
$1.82M 0.73%
37,623
-1,721
46
$1.8M 0.72%
19,054
+1,263
47
$1.78M 0.72%
+29,758
48
$1.71M 0.69%
28,730
-1,328
49
$1.56M 0.63%
2,550
+870
50
$1.55M 0.62%
30,041
-2,653
1
2
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