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
$155M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$2.84M
3
+$2.3M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.13M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M

Top Sells

1
+$2.35M
2
+$1.23M
3
+$1.18M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.12M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.03M

Sector Composition

1 Industrials 6.38%
2 Financials 5.97%
3 Technology 5.91%
4 Healthcare 5.39%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.37%
11,224
-645
77
$549K 0.35%
25,776
78
$546K 0.35%
+3,114
79
$512K 0.33%
6,853
-21
80
$498K 0.32%
23,996
-21,192
81
$491K 0.32%
+3,127
82
$488K 0.32%
3,212
+1,297
83
$481K 0.31%
5,716
+152
84
$471K 0.3%
+714
85
$459K 0.3%
1,849
+269
86
$458K 0.3%
8,782
-208
87
$456K 0.3%
+937
88
$450K 0.29%
9,080
+2,030
89
$437K 0.28%
7,781
-9,102
90
$412K 0.27%
3,518
+1,228
91
$381K 0.25%
+5,562
92
$367K 0.24%
3,877
-2,213
93
$309K 0.2%
874
+157
94
$303K 0.2%
2,099
95
$290K 0.19%
2,058
-1,410
96
$287K 0.19%
17,177
-4,171
97
$286K 0.19%
+5,092
98
$282K 0.18%
+9,646
99
$279K 0.18%
2,846
+152
100
$269K 0.17%
+8,031
2 3
4
5 6