IWM
Iams Wealth Management Portfolio holdings
AUM
$218M
This Quarter Return
-2.61%
1 Year Return
+12.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.72%
Holding
146
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
