IWM

Iams Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.07M
3
+$1.79M
4
WM icon
Waste Management
WM
+$1.32M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.24M

Top Sells

1
+$1.82M
2
+$1.75M
3
+$905K
4
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$712K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$632K

Sector Composition

1 Technology 10.98%
2 Financials 6.55%
3 Industrials 5.39%
4 Healthcare 4.84%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.62%
26,822
+6,428
52
$1.52M 0.61%
3,033
+1,753
53
$1.52M 0.61%
16,222
-412
54
$1.52M 0.61%
5,418
-99
55
$1.45M 0.58%
19,197
-1,409
56
$1.45M 0.58%
75,250
-876
57
$1.4M 0.56%
9,011
+893
58
$1.36M 0.55%
9,689
+466
59
$1.35M 0.54%
63,395
-977
60
$1.31M 0.52%
6,504
-983
61
$1.29M 0.52%
+5,840
62
$1.28M 0.52%
5,223
-842
63
$1.25M 0.5%
10,351
-3,528
64
$1.25M 0.5%
35,073
-763
65
$1.19M 0.48%
24,082
+234
66
$1.17M 0.47%
11,334
+4,069
67
$1.16M 0.47%
24,772
+4,250
68
$1.16M 0.46%
17,989
-1,881
69
$1.14M 0.46%
52,620
+3,070
70
$1.1M 0.44%
1,401
+255
71
$1.09M 0.44%
25,471
+8,086
72
$1.07M 0.43%
20,241
+8,260
73
$1.04M 0.42%
49,639
+21,533
74
$1.03M 0.41%
5,728
-169
75
$1.01M 0.41%
39,694
+14,521
1 2
3
4 5