IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.38M
3
+$1.28M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

1
+$1.97M
2
+$1.71M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.45M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.4M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$864K 0.4%
10,608
-336
77
$838K 0.38%
+22,706
78
$806K 0.37%
+2,033
79
$797K 0.37%
5,535
-508
80
$784K 0.36%
10,344
-1,196
81
$774K 0.36%
7,134
+65
82
$717K 0.33%
+3,801
83
$713K 0.33%
29,042
+42
84
$710K 0.33%
+7,265
85
$704K 0.32%
17,385
-22,620
86
$691K 0.32%
14,455
-1,071
87
$688K 0.32%
4,712
-295
88
$665K 0.31%
4,352
-628
89
$658K 0.3%
25,776
90
$650K 0.3%
3,686
-3,751
91
$642K 0.29%
25,173
-25,012
92
$634K 0.29%
11,981
-1,005
93
$632K 0.29%
+24,698
94
$624K 0.29%
2,800
-218
95
$624K 0.29%
10,440
+56
96
$622K 0.29%
1,280
-111
97
$619K 0.28%
8,980
-1,052
98
$614K 0.28%
2,767
+212
99
$610K 0.28%
6,366
+34
100
$609K 0.28%
1,540
-69
2 3
4
5 6