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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.71M
3
+$5.82M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.62M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.47%
2 Healthcare 6.02%
3 Financials 5.62%
4 Technology 4.94%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$980K 0.68%
+5,786
52
$967K 0.67%
+2,887
53
$929K 0.64%
+6,041
54
$929K 0.64%
+6,118
55
$924K 0.64%
+3,473
56
$890K 0.62%
+5,969
57
$876K 0.61%
+16,883
58
$874K 0.6%
+5,103
59
$822K 0.57%
+45,188
60
$820K 0.57%
+8,905
61
$793K 0.55%
+39,101
62
$740K 0.51%
+1,467
63
$711K 0.49%
+9,369
64
$704K 0.49%
+4,295
65
$680K 0.47%
+10,631
66
$673K 0.47%
+17,158
67
$665K 0.46%
+8,264
68
$658K 0.46%
+31,525
69
$657K 0.45%
+3,359
70
$649K 0.45%
+19,672
71
$611K 0.42%
+29,554
72
$603K 0.42%
+20,083
73
$590K 0.41%
+11,869
74
$564K 0.39%
+18,695
75
$562K 0.39%
+7,325
1 2
3
4 5