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
$218M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$824K 0.38%
4,325
-407
77
$823K 0.38%
12,509
-592
78
$789K 0.36%
8,992
-489
79
$784K 0.36%
40,000
80
$770K 0.35%
9,646
+1,423
81
$761K 0.35%
1,292
+36
82
$747K 0.34%
18,082
-2,386
83
$738K 0.34%
7,625
+1,410
84
$715K 0.33%
+8,380
85
$703K 0.32%
+8,570
86
$700K 0.32%
5,522
-891
87
$669K 0.31%
4,623
-3,487
88
$652K 0.3%
10,590
-56
89
$632K 0.29%
25,776
90
$629K 0.29%
4,946
+761
91
$614K 0.28%
1,836
-6
92
$613K 0.28%
5,295
-163
93
$612K 0.28%
21,867
+1,629
94
$603K 0.28%
16,833
+466
95
$602K 0.28%
+5,207
96
$599K 0.27%
27,208
+443
97
$573K 0.26%
1,265
-376
98
$560K 0.26%
+10,620
99
$553K 0.25%
6,454
-304
100
$552K 0.25%
10,680
+450
2 3
4
5 6