IWM

Iams Wealth Management Portfolio holdings

AUM $218M
AUM
$218M
AUM Growth
+$95.1K
Cap. Flow
+$13.8M
Cap. Flow %
6.34%
Top 10 Hldgs %
26.2%
Holding
176
New
14
Increased
83
Reduced
46
Closed
19
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.48M0.68%29,064
+851
+3%
+$43.2K
$1.46M0.67%23,644
+19,194
+431%
+$1.18M
$1.46M0.67%40,005
+15,358
+62%
+$559K
$1.44M0.66%34,614
+2,321
+7%
+$96.9K
$1.44M0.66%76,082
-27,013
-26%
-$512K
$1.41M0.64%67,770
-2,049
-3%
-$42.5K
$1.38M0.63%2,392
+658
+38%
+$379K
$1.36M0.62%9,080
+1,411
+18%
+$212K
$1.36M0.62%6,109
-4,702
-43%
-$1.04M
$1.34M0.61%7,617
+945
+14%
+$166K
$1.32M0.6%22,675
+119
+0.5%
+$6.93K
$1.29M0.59%6,381
+683
+12%
+$138K
$1.28M0.59%50,185
+5,893
+13%
+$150K
$1.27M0.58%44,162
+8,527
+24%
+$246K
$1.17M0.53%29,601
-257
-0.9%
-$10.1K
$1.15M0.53%7,437
+447
+6%
+$69.1K
$1.13M0.52%37,243 New
+$1.13M
$1.12M0.51%1,376
+205
+18%
+$167K
$1.12M0.51%24,297
+2,295
+10%
+$106K
$1.1M0.5%23,767
+861
+4%
+$39.7K
$1.05M0.48%40,569
-64
-0.2%
-$1.66K
$1.04M0.47%11,752
+1,909
+19%
+$168K
$926K0.42%3,574
-1,463
-29%
-$379K
$902K0.41%5,301
+223
+4%
+$37.9K
$878K0.4%10,944
+1,298
+13%
+$104K