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IWM

Iams Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
-0.61%
1 Year Est. Return
+16.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$287M
AUM Growth
+$9.83M
Cap. Flow
+$14.4M
Cap. Flow %
5.02%
Top 10 Hldgs %
26.39%
Holding
202
New
15
Increased
84
Reduced
78
Closed
16

Top Buys

1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$2.77M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.01M
3
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.53M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.45M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.36M

Top Sells

1
NVO
Novo Nordisk
NVO
+$2.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.99M
4
ACN icon
Accenture
ACN
+$1.94M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.87M

Sector Composition

1 Technology 10.43%
2 Financials 6.88%
3 Industrials 5.05%
4 Consumer Discretionary 5.05%
5 Healthcare 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$427B
$1.1M 0.38%
14,137
+2,212
+19% +$173K
SBAR
77
Simplify Barrier Income ETF
SBAR
$396M
$1.1M 0.38%
+44,629
New +$1.15M
MCHP icon
78
Microchip Technology
MCHP
$45.1B
$1.09M 0.38%
16,867
-2,389
-12% -$172K
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$4.55T
$1.06M 0.37%
3,689
-6,523
-64% -$2.05M
XAR icon
80
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.95B
$1.04M 0.36%
4,111
+2,285
+125% +$626K
KNG icon
81
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.42B
$1.04M 0.36%
21,407
-560
-3% -$28.4K
SRE icon
82
Sempra
SRE
$60.6B
$1.03M 0.36%
10,645
+111
+1% +$10.2K
EVRG icon
83
Evergy
EVRG
$19.8B
$1.02M 0.36%
12,498
-347
-3% -$27.4K
FEM icon
84
First Trust Emerging Markets AlphaDEX Fund
FEM
$743M
$1.02M 0.35%
33,990
+9,283
+38% +$277K
PM icon
85
Philip Morris
PM
$289B
$1.01M 0.35%
6,112
+1,757
+40% +$305K
FISR icon
86
State Street Fixed Income Sector Rotation ETF
FISR
$405M
$1M 0.35%
39,070
-2,137
-5% -$55.4K
IVE icon
87
iShares S&P 500 Value ETF
IVE
$49B
$994K 0.35%
4,709
+32
+0.7% +$6.93K
SPEM icon
88
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$988K 0.34%
21,068
-555
-3% -$27K
VGSH icon
89
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$966K 0.34%
16,502
-1,318
-7% -$77.4K
EMN icon
90
Eastman Chemical
EMN
$8B
$963K 0.34%
12,613
-1,816
-13% -$131K
FBT icon
91
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
$962K 0.34%
4,791
+144
+3% +$29.8K
FSIG icon
92
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$958K 0.33%
50,566
-2,641
-5% -$50.5K
FDT icon
93
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.27B
$932K 0.32%
10,717
-5,967
-36% -$529K
SOLS
94
Solstice Advanced Materials
SOLS
$9.54B
$928K 0.32%
12,185
-7,018
-37% -$481K
FMF icon
95
First Trust Managed Futures Strategy Fund
FMF
$245M
$911K 0.32%
17,997
-1,568
-8% -$77.4K
JNJ icon
96
Johnson & Johnson
JNJ
$607B
$907K 0.32%
3,706
+14
+0.4% +$3.26K
LMBS icon
97
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$871K 0.3%
17,483
-748
-4% -$37.5K
IVW icon
98
iShares S&P 500 Growth ETF
IVW
$74.8B
$871K 0.3%
7,697
-2,215
-22% -$266K
ROP icon
99
Roper Technologies
ROP
$35.6B
$869K 0.3%
2,456
+704
+40% +$260K
BWXT icon
100
BWX Technologies
BWXT
$15.9B
$868K 0.3%
4,243
-114
-3% -$23.2K
2 3
4
5 6

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