IWM

Iams Wealth Management Portfolio holdings

AUM $218M
AUM
$218M
AUM Growth
+$95.1K
Cap. Flow
+$13.8M
Cap. Flow %
6.34%
Top 10 Hldgs %
26.2%
Holding
176
New
14
Increased
83
Reduced
46
Closed
19
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$599K0.27%6,408
-46
-0.7%
-$4.3K
$596K0.27%6,043
+1,580
+35%
+$156K
$596K0.27%2,555
+432
+20%
+$101K
$591K0.27%1,002
+84
+9%
+$49.5K
$581K0.27%7,064 New
+$581K
$580K0.27%4,908
-299
-6%
-$35.3K
$569K0.26%10,384
-296
-3%
-$16.2K
$564K0.26%27,847
+4,590
+20%
+$93K
$552K0.25%3,200
$544K0.25%12,523
-364
-3%
-$15.8K
$498K0.23%8,800
$493K0.23%1,836
$484K0.22%19,544
+2,415
+14%
+$59.8K
$469K0.21%16,919
+6,093
+56%
+$169K
$440K0.2%5,000
+358
+8%
+$31.5K
$429K0.2%15,351
-16,439
-52%
-$460K
$417K0.19%3,181
+168
+6%
+$22K
$415K0.19%2,259
+761
+51%
+$140K
$414K0.19%10,833 New
+$414K
$412K0.19%8,261
+1,354
+20%
+$67.6K
$411K0.19%8,161
+1,477
+22%
+$74.3K
$409K0.19%5,187
+896
+21%
+$70.7K
$397K0.18%4,018
+318
+9%
+$31.4K
$390K0.18%9,497
-8,585
-47%
-$352K
$383K0.18%3,690
+428
+13%
+$44.4K