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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.48M
3
+$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Top Sells

1
+$1.7M
2
+$1.59M
3
+$1.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.16M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$953K

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.63%
32,395
-9
52
$1.28M 0.63%
5,573
-167
53
$1.28M 0.63%
22,115
+2,282
54
$1.27M 0.63%
+6,170
55
$1.26M 0.62%
2,147
+189
56
$1.22M 0.6%
15,711
-179
57
$1.22M 0.6%
29,528
+11,013
58
$1.16M 0.57%
+21,820
59
$1.14M 0.56%
6,698
+265
60
$1.12M 0.55%
1,262
-18
61
$1.11M 0.55%
40,649
-5,346
62
$1.08M 0.53%
5,663
+2,318
63
$1.08M 0.53%
1,888
+338
64
$1.08M 0.53%
6,502
+791
65
$1.04M 0.51%
21,819
+5,801
66
$1.04M 0.51%
38,950
+18,280
67
$998K 0.49%
+1,927
68
$937K 0.46%
8,365
+949
69
$873K 0.43%
5,058
+1,948
70
$859K 0.42%
20,468
+5,206
71
$832K 0.41%
13,101
+2,179
72
$829K 0.41%
+3,379
73
$818K 0.4%
2,537
+72
74
$799K 0.39%
+4,646
75
$793K 0.39%
9,481
+822
1 2
3
4 5