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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.71M
3
+$5.82M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.62M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.47%
2 Healthcare 6.02%
3 Financials 5.62%
4 Technology 4.94%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.38%
+6,090
77
$550K 0.38%
+28,665
78
$531K 0.37%
+1,242
79
$525K 0.36%
+15,696
80
$507K 0.35%
+25,776
81
$468K 0.32%
+6,874
82
$457K 0.32%
+3,468
83
$456K 0.32%
+8,990
84
$440K 0.3%
+4,955
85
$425K 0.29%
+19,120
86
$405K 0.28%
+5,026
87
$400K 0.28%
+5,564
88
$400K 0.28%
+2,791
89
$395K 0.27%
+1,580
90
$383K 0.27%
+15,237
91
$372K 0.26%
+21,348
92
$361K 0.25%
+11,828
93
$356K 0.25%
+6,992
94
$321K 0.22%
+2,099
95
$320K 0.22%
+5,506
96
$307K 0.21%
+7,050
97
$292K 0.2%
+1,073
98
$284K 0.2%
+5,831
99
$277K 0.19%
+790
100
$274K 0.19%
+2,093
2 3
4
5 6