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
$98.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.58M
3
+$5.82M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.12M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.02%
2 Healthcare 4.55%
3 Financials 4.25%
4 Consumer Staples 3.63%
5 Technology 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.35%
+4,338
77
$329K 0.34%
+2,674
78
$328K 0.33%
+5,276
79
$327K 0.33%
+6,010
80
$310K 0.32%
+584
81
$289K 0.29%
+4,598
82
$285K 0.29%
+2,824
83
$285K 0.29%
+3,311
84
$284K 0.29%
+16,844
85
$284K 0.29%
+8,596
86
$265K 0.27%
+9,093
87
$233K 0.24%
+608
88
$229K 0.23%
+4,564
89
$229K 0.23%
+1,073
90
$227K 0.23%
+14,799
91
$220K 0.22%
+1,931
92
$218K 0.22%
+2,492
93
$209K 0.21%
+4,968
94
$208K 0.21%
+14,976
95
$205K 0.21%
+5,277
96
$204K 0.21%
+10,230
1 2 3
4