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
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.87M
3
+$2.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.79M

Top Sells

1
+$5.56M
2
+$4.97M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.36%
3,345
-563
77
$659K 0.36%
8,659
+1,107
78
$649K 0.36%
+40,000
79
$627K 0.34%
+2,925
80
$625K 0.34%
1,142
+59
81
$620K 0.34%
15,262
-2,786
82
$616K 0.34%
+6,000
83
$616K 0.34%
+6,758
84
$606K 0.33%
6,429
+1,557
85
$599K 0.33%
3,435
-807
86
$598K 0.33%
25,776
87
$576K 0.32%
+2,239
88
$571K 0.31%
+4,731
89
$570K 0.31%
10,766
+662
90
$558K 0.31%
5,557
-799
91
$532K 0.29%
22,215
-8,510
92
$526K 0.29%
+20,670
93
$525K 0.29%
11,645
+328
94
$513K 0.28%
13,927
-5,270
95
$499K 0.27%
3,110
-3,800
96
$494K 0.27%
3,917
-3,445
97
$475K 0.26%
6,680
+1,242
98
$474K 0.26%
9,200
-2,921
99
$457K 0.25%
+15,953
100
$454K 0.25%
+3,945
2 3
4
5 6