IWM

Iams Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.07M
3
+$1.79M
4
WM icon
Waste Management
WM
+$1.32M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.24M

Top Sells

1
+$1.82M
2
+$1.75M
3
+$905K
4
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$712K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$632K

Sector Composition

1 Technology 10.98%
2 Financials 6.55%
3 Industrials 5.39%
4 Healthcare 4.84%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.4%
12,109
+1,501
77
$1.01M 0.4%
20,653
-2,051
78
$960K 0.39%
16,315
+1,501
79
$953K 0.38%
2,187
+154
80
$941K 0.38%
4,555
-1,435
81
$925K 0.37%
10,276
-68
82
$924K 0.37%
4,633
+832
83
$912K 0.37%
11,998
+3,018
84
$888K 0.36%
14,083
+1,795
85
$836K 0.34%
4,534
-1,001
86
$800K 0.32%
4,312
-40
87
$799K 0.32%
2,860
+576
88
$786K 0.32%
3,127
+360
89
$786K 0.32%
16,967
+7,676
90
$773K 0.31%
20,841
-1,865
91
$770K 0.31%
29,548
-27,590
92
$733K 0.29%
27,043
-1,999
93
$725K 0.29%
5,986
-1,942
94
$717K 0.29%
28,447
+11,674
95
$711K 0.29%
3,463
+663
96
$698K 0.28%
4,168
-544
97
$698K 0.28%
13,627
-828
98
$694K 0.28%
25,776
99
$679K 0.27%
1,836
+296
100
$669K 0.27%
6,936
+570
2 3
4
5 6