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
$98.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.58M
3
+$5.82M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.12M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.02%
2 Healthcare 4.55%
3 Financials 4.25%
4 Consumer Staples 3.63%
5 Technology 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$623K 0.63%
+4,270
52
$622K 0.63%
+7,972
53
$613K 0.62%
+6,751
54
$607K 0.62%
+3,697
55
$579K 0.59%
+2,206
56
$571K 0.58%
+3,204
57
$567K 0.58%
+4,182
58
$562K 0.57%
+3,558
59
$561K 0.57%
+3,105
60
$557K 0.57%
+15,236
61
$543K 0.55%
+2,878
62
$542K 0.55%
+16,358
63
$538K 0.55%
+1,401
64
$531K 0.54%
+1,991
65
$488K 0.5%
+3,363
66
$486K 0.49%
+9,429
67
$479K 0.49%
+24,333
68
$463K 0.47%
+25,776
69
$462K 0.47%
+1,734
70
$455K 0.46%
+20,156
71
$451K 0.46%
+7,705
72
$407K 0.41%
+3,131
73
$403K 0.41%
+20,400
74
$396K 0.4%
+4,270
75
$343K 0.35%
+4,216
1 2
3
4