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
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.38M
3
+$1.28M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

1
+$1.97M
2
+$1.71M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.45M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.4M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSIG icon
51
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.41B
$1.46M 0.67%
76,126
+44
ADI icon
52
Analog Devices
ADI
$136B
$1.44M 0.66%
6,065
-316
FDT icon
53
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$760M
$1.42M 0.65%
20,606
-2,069
MCHP icon
54
Microchip Technology
MCHP
$35.6B
$1.4M 0.64%
19,870
-16,553
PNC icon
55
PNC Financial Services
PNC
$82.3B
$1.4M 0.64%
7,487
-130
FIIG icon
56
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$621M
$1.35M 0.62%
64,372
-3,398
BUFD icon
57
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.58B
$1.23M 0.56%
46,230
-74,237
RSMV
58
Relative Strength Managed Volatility Strategy ETF
RSMV
$37.9M
$1.22M 0.56%
+49,391
PEP icon
59
PepsiCo
PEP
$206B
$1.22M 0.56%
9,223
+143
FTXO icon
60
First Trust Nasdaq Bank ETF
FTXO
$275M
$1.18M 0.54%
35,836
-1,407
KNG icon
61
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.47B
$1.17M 0.54%
23,848
-19,398
IVE icon
62
iShares S&P 500 Value ETF
IVE
$47.3B
$1.17M 0.54%
5,990
-3,648
CVX icon
63
Chevron
CVX
$299B
$1.16M 0.53%
8,118
-3,744
XLG icon
64
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$1.06M 0.49%
20,394
-3,903
LGOV icon
65
First Trust Long Duration Opportunities ETF
LGOV
$669M
$1.06M 0.49%
49,550
-28,738
FMF icon
66
First Trust Managed Futures Strategy Fund
FMF
$205M
$1.03M 0.47%
22,704
-1,063
GOOG icon
67
Alphabet (Google) Class C
GOOG
$3.6T
$957K 0.44%
5,392
+124
VOO icon
68
Vanguard S&P 500 ETF
VOO
$809B
$954K 0.44%
+1,680
FBT icon
69
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.33B
$951K 0.44%
5,897
+596
EMN icon
70
Eastman Chemical
EMN
$7.26B
$918K 0.42%
12,288
+536
EQIX icon
71
Equinix
EQIX
$74.4B
$912K 0.42%
1,146
-230
AMGN icon
72
Amgen
AMGN
$176B
$908K 0.42%
3,250
-5,200
SPMO icon
73
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$892K 0.41%
+7,928
SPEM icon
74
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$877K 0.4%
20,522
-9,079
VGSH icon
75
Vanguard Short-Term Treasury ETF
VGSH
$25.4B
$871K 0.4%
+14,814
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3
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