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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.71M
3
+$5.82M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.62M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.47%
2 Healthcare 6.02%
3 Financials 5.62%
4 Technology 4.94%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.19%
+6,889
102
$259K 0.18%
+2,290
103
$259K 0.18%
+13,349
104
$258K 0.18%
+3,311
105
$258K 0.18%
+1,959
106
$246K 0.17%
+2,694
107
$243K 0.17%
+1,915
108
$217K 0.15%
+4,968
109
$208K 0.14%
+14,184
110
$207K 0.14%
+717
111
$203K 0.14%
+2,244
112
$201K 0.14%
+1,292
113
– –
0
114
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0
115
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116
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0
117
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0
118
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0
119
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0
120
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121
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122
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123
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124
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125
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0
2 3 4
5
6