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
$120M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.02M
3
+$978K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$955K
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$861K

Top Sells

1
+$1.14M
2
+$1.04M
3
+$995K
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$905K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$885K

Sector Composition

1 Industrials 8.27%
2 Healthcare 5.43%
3 Financials 5.33%
4 Technology 4.51%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.38%
19,912
-244
77
$444K 0.37%
7,337
+2,739
78
$429K 0.36%
+5,740
79
$429K 0.36%
4,402
+1,578
80
$387K 0.32%
+17,115
81
$374K 0.31%
+4,443
82
$353K 0.29%
4,465
+127
83
$335K 0.28%
4,069
+1,577
84
$335K 0.28%
21,884
-35,863
85
$309K 0.26%
+3,119
86
$309K 0.26%
7,840
+2,563
87
$298K 0.25%
8,596
88
$278K 0.23%
+2,099
89
$272K 0.23%
673
+65
90
$269K 0.22%
+3,904
91
$269K 0.22%
3,311
92
$263K 0.22%
1,073
93
$253K 0.21%
+4,993
94
$249K 0.21%
+984
95
$242K 0.2%
2,559
-1,711
96
$241K 0.2%
9,093
97
$240K 0.2%
14,976
98
$238K 0.2%
+6,354
99
$231K 0.19%
+1,802
100
$223K 0.19%
4,968
1 2 3
4
5