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
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$854K 0.39%
10,317
+1,747
77
$845K 0.39%
1,614
-587
78
$843K 0.39%
31,481
-11,748
79
$826K 0.38%
4,980
+357
80
$824K 0.38%
11,540
+2,548
81
$823K 0.38%
5,268
+943
82
$777K 0.36%
1,382
+90
83
$744K 0.34%
40,000
84
$741K 0.34%
1,391
+126
85
$728K 0.33%
3,443
-91
86
$694K 0.32%
7,622
+4,259
87
$692K 0.32%
10,032
-558
88
$686K 0.31%
12,986
+2,366
89
$682K 0.31%
7,069
-556
90
$663K 0.3%
5,007
-288
91
$663K 0.3%
29,000
+1,792
92
$655K 0.3%
6,249
+1,303
93
$634K 0.29%
15,526
-1,307
94
$626K 0.29%
9,764
-2,745
95
$623K 0.29%
21,554
-313
96
$622K 0.28%
1,774
+370
97
$620K 0.28%
3,018
+493
98
$613K 0.28%
25,776
99
$604K 0.28%
6,332
+1,046
100
$599K 0.27%
1,609
+157
2 3
4
5 6