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
$218M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.61%
6,990
+488
52
$1.29M 0.59%
6,672
-582
53
$1.23M 0.56%
11,817
-176
54
$1.22M 0.56%
22,556
+441
55
$1.21M 0.55%
5,698
+125
56
$1.17M 0.53%
7,669
+971
57
$1.15M 0.53%
43,229
+2,580
58
$1.15M 0.52%
6,091
+428
59
$1.15M 0.52%
29,858
+330
60
$1.13M 0.51%
44,292
+16,267
61
$1.11M 0.51%
2,201
+54
62
$1.1M 0.5%
1,171
-91
63
$1.1M 0.5%
22,002
+5,333
64
$1.09M 0.5%
22,906
+1,087
65
$1.03M 0.47%
+1,157
66
$1.03M 0.47%
40,633
+1,683
67
$1.02M 0.47%
+35,635
68
$1.02M 0.46%
1,734
-154
69
$943K 0.43%
9,880
+4,570
70
$899K 0.41%
9,843
+1,478
71
$869K 0.4%
31,790
+13,487
72
$856K 0.39%
3,534
+155
73
$844K 0.39%
5,078
+432
74
$841K 0.38%
24,647
+3,845
75
$840K 0.38%
3,222
+685
1 2
3
4 5