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
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.68%
29,064
+851
52
$1.46M 0.67%
23,644
+19,194
53
$1.46M 0.67%
40,005
+15,358
54
$1.44M 0.66%
34,614
+2,321
55
$1.44M 0.66%
76,082
-27,013
56
$1.41M 0.64%
67,770
-2,049
57
$1.38M 0.63%
2,392
+658
58
$1.36M 0.62%
9,080
+1,411
59
$1.36M 0.62%
6,109
-4,702
60
$1.34M 0.61%
7,617
+945
61
$1.32M 0.6%
22,675
+119
62
$1.29M 0.59%
6,381
+683
63
$1.28M 0.59%
50,185
+5,893
64
$1.27M 0.58%
44,162
+8,527
65
$1.17M 0.53%
29,601
-257
66
$1.15M 0.53%
7,437
+447
67
$1.13M 0.52%
+37,243
68
$1.12M 0.51%
1,376
+205
69
$1.12M 0.51%
24,297
+2,295
70
$1.1M 0.5%
23,767
+861
71
$1.05M 0.48%
40,569
-64
72
$1.04M 0.47%
11,752
+1,909
73
$926K 0.42%
3,574
-1,463
74
$902K 0.41%
5,301
+223
75
$878K 0.4%
10,944
+1,298
1 2
3
4 5