IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
51
$1.46M 0.67%
76,126
+44
52
$1.44M 0.66%
6,065
-316
53
$1.42M 0.65%
20,606
-2,069
54
$1.4M 0.64%
19,870
-16,553
55
$1.4M 0.64%
7,487
-130
56
$1.35M 0.62%
64,372
-3,398
57
$1.23M 0.56%
46,230
-74,237
58
$1.22M 0.56%
+49,391
59
$1.22M 0.56%
9,223
+143
60
$1.18M 0.54%
35,836
-1,407
61
$1.17M 0.54%
23,848
-19,398
62
$1.17M 0.54%
5,990
-3,648
63
$1.16M 0.53%
8,118
-3,744
64
$1.06M 0.49%
20,394
-3,903
65
$1.06M 0.49%
49,550
-28,738
66
$1.03M 0.47%
22,704
-1,063
67
$957K 0.44%
5,392
+124
68
$954K 0.44%
+1,680
69
$951K 0.44%
5,897
+596
70
$918K 0.42%
12,288
+536
71
$912K 0.42%
1,146
-230
72
$908K 0.42%
3,250
-5,200
73
$892K 0.41%
+7,928
74
$877K 0.4%
20,522
-9,079
75
$871K 0.4%
+14,814
1 2
3
4 5