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
$164M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.97M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.13M

Top Sells

1
+$4.7M
2
+$1.49M
3
+$1.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M
5
CCI icon
Crown Castle
CCI
+$995K

Sector Composition

1 Technology 6.38%
2 Industrials 6.03%
3 Healthcare 5.23%
4 Financials 5.15%
5 Energy 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$607K 0.37%
3,507
+295
77
$572K 0.35%
6,356
+640
78
$568K 0.35%
25,776
79
$551K 0.34%
1,083
-1,382
80
$536K 0.33%
716
+2
81
$534K 0.33%
7,552
+699
82
$503K 0.31%
10,104
+1,322
83
$501K 0.31%
23,587
-10,566
84
$460K 0.28%
4,872
+995
85
$449K 0.27%
3,891
+373
86
$427K 0.26%
+11,317
87
$415K 0.25%
+8,600
88
$394K 0.24%
5,438
-124
89
$387K 0.24%
+3,673
90
$369K 0.23%
+6,322
91
$363K 0.22%
+2,001
92
$334K 0.2%
2,431
+373
93
$325K 0.2%
+9,395
94
$324K 0.2%
5,408
-78,576
95
$314K 0.19%
18,585
+1,408
96
$312K 0.19%
+3,464
97
$311K 0.19%
+410
98
$305K 0.19%
2,099
99
$302K 0.18%
5,025
-67
100
$295K 0.18%
9,646
2 3
4
5 6