IWM

Iams Wealth Management Portfolio holdings

AUM $218M
AUM
$218M
AUM Growth
+$95.1K
Cap. Flow
+$13.8M
Cap. Flow %
6.34%
Top 10 Hldgs %
26.2%
Holding
176
New
14
Increased
83
Reduced
46
Closed
19
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$854K0.39%10,317
+1,747
+20%
+$145K
$845K0.39%1,614
-587
-27%
-$307K
$843K0.39%31,481
-11,748
-27%
-$315K
$826K0.38%4,980
+357
+8%
+$59.2K
$824K0.38%11,540
+2,548
+28%
+$182K
$823K0.38%5,268
+943
+22%
+$147K
$777K0.36%1,382
+90
+7%
+$50.6K
$744K0.34%40,000
$741K0.34%1,391
+126
+10%
+$67.1K
$728K0.33%3,443
-91
-3%
-$19.2K
$694K0.32%7,622
+4,259
+127%
+$388K
$692K0.32%10,032
-558
-5%
-$38.5K
$686K0.31%12,986
+2,366
+22%
+$125K
$682K0.31%7,069
-556
-7%
-$53.6K
$663K0.3%5,007
-288
-5%
-$38.2K
$663K0.3%29,000
+1,792
+7%
+$41K
$655K0.3%6,249
+1,303
+26%
+$137K
$634K0.29%15,526
-1,307
-8%
-$53.4K
$626K0.29%9,764
-2,745
-22%
-$176K
$623K0.29%21,554
-313
-1%
-$9.05K
$622K0.28%1,774
+370
+26%
+$130K
$620K0.28%3,018
+493
+20%
+$101K
$613K0.28%25,776
$604K0.28%6,332
+1,046
+20%
+$99.8K
$599K0.27%1,609
+157
+11%
+$58.4K