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
$164M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.97M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.13M

Top Sells

1
+$4.7M
2
+$1.49M
3
+$1.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M
5
CCI icon
Crown Castle
CCI
+$995K

Sector Composition

1 Technology 6.38%
2 Industrials 6.03%
3 Healthcare 5.23%
4 Financials 5.15%
5 Energy 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.65%
4,333
-242
52
$1.06M 0.65%
+25,728
53
$1.05M 0.64%
45,171
-9,662
54
$1.05M 0.64%
5,587
+294
55
$1.04M 0.63%
6,216
+712
56
$1.02M 0.63%
7,026
-684
57
$1.02M 0.62%
3,679
-453
58
$998K 0.61%
2,062
+1,188
59
$966K 0.59%
+1,083
60
$909K 0.56%
+8,194
61
$891K 0.54%
+6,910
62
$859K 0.52%
1,723
+128
63
$800K 0.49%
8,725
+2,460
64
$742K 0.45%
18,048
+1,016
65
$734K 0.45%
3,908
-1,124
66
$724K 0.44%
+4,242
67
$708K 0.43%
24,507
+3,310
68
$704K 0.43%
30,725
+847
69
$696K 0.43%
19,197
+89
70
$694K 0.42%
8,042
-2,092
71
$692K 0.42%
3,382
-1,150
72
$682K 0.42%
11,996
+4,215
73
$641K 0.39%
12,121
+897
74
$632K 0.39%
7,308
+272
75
$632K 0.39%
3,956
-311
1 2
3
4 5