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
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.87M
3
+$2.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.79M

Top Sells

1
+$5.56M
2
+$4.97M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.66%
+6,039
52
$1.19M 0.65%
8,108
+1,167
53
$1.17M 0.64%
7,514
+488
54
$1.09M 0.6%
19,833
-6,675
55
$1.06M 0.58%
6,433
+217
56
$1.05M 0.58%
23,057
-2,671
57
$1.04M 0.57%
+5,711
58
$1.03M 0.57%
29,445
+20,050
59
$1.03M 0.56%
48,993
+25,406
60
$997K 0.55%
1,958
+235
61
$983K 0.54%
33,242
+25,143
62
$968K 0.53%
1,280
+197
63
$953K 0.52%
+20,850
64
$942K 0.52%
18,506
+9,906
65
$895K 0.49%
+43,806
66
$822K 0.45%
3,633
+251
67
$802K 0.44%
4,051
+2,851
68
$782K 0.43%
1,550
-512
69
$780K 0.43%
16,018
-7,840
70
$770K 0.42%
2,465
-1,214
71
$753K 0.41%
8,698
+656
72
$727K 0.4%
7,416
+108
73
$700K 0.38%
6,344
-1,850
74
$697K 0.38%
18,515
+10,762
75
$684K 0.37%
10,922
+5,897
1 2
3
4 5