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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.48M
3
+$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Top Sells

1
+$1.7M
2
+$1.59M
3
+$1.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.16M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$953K

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$792K 0.39%
16,669
-6,388
77
$791K 0.39%
4,732
-9,535
78
$781K 0.38%
20,802
-8,643
79
$755K 0.37%
1,641
+590
80
$752K 0.37%
6,413
+69
81
$724K 0.36%
1,256
+114
82
$718K 0.35%
28,025
+16,775
83
$672K 0.33%
3,540
+105
84
$661K 0.32%
5,458
-99
85
$660K 0.32%
10,646
-120
86
$649K 0.32%
8,223
+1,543
87
$642K 0.32%
40,000
88
$641K 0.31%
26,765
+4,550
89
$637K 0.31%
16,367
+2,440
90
$621K 0.31%
25,776
91
$611K 0.3%
+1,627
92
$593K 0.29%
6,758
93
$587K 0.29%
4,185
+268
94
$564K 0.28%
13,438
+3,378
95
$563K 0.28%
20,238
+5,375
96
$562K 0.28%
+6,215
97
$560K 0.28%
2,481
-1,152
98
$558K 0.27%
5,754
-2,944
99
$555K 0.27%
10,230
+1,030
100
$519K 0.25%
5,310
-1,119
2 3
4
5 6