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
$155M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$2.84M
3
+$2.3M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.13M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M

Top Sells

1
+$2.35M
2
+$1.23M
3
+$1.18M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.12M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.03M

Sector Composition

1 Industrials 6.38%
2 Financials 5.97%
3 Technology 5.91%
4 Healthcare 5.39%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.66%
37,122
-8,674
52
$1.01M 0.65%
5,253
+150
53
$1.01M 0.65%
+10,164
54
$999K 0.65%
21,675
-5,306
55
$995K 0.64%
8,635
-270
56
$935K 0.6%
5,504
-282
57
$883K 0.57%
+5,032
58
$872K 0.56%
4,532
+237
59
$860K 0.56%
10,134
+765
60
$853K 0.55%
5,858
-111
61
$840K 0.54%
1,595
+128
62
$795K 0.51%
8,820
-12,412
63
$756K 0.49%
34,153
-4,948
64
$751K 0.49%
29,716
+162
65
$708K 0.46%
17,032
-126
66
$694K 0.45%
19,108
-564
67
$661K 0.43%
29,878
-1,647
68
$645K 0.42%
+12,829
69
$637K 0.41%
+30,849
70
$632K 0.41%
7,036
-289
71
$628K 0.41%
4,267
+2,308
72
$625K 0.4%
+4,322
73
$600K 0.39%
21,197
+1,114
74
$589K 0.38%
6,265
+1,310
75
$580K 0.38%
1,221
-21
1 2
3
4 5