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
$164M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.97M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.13M

Top Sells

1
+$4.7M
2
+$1.49M
3
+$1.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M
5
CCI icon
Crown Castle
CCI
+$995K

Sector Composition

1 Technology 6.38%
2 Industrials 6.03%
3 Healthcare 5.23%
4 Financials 5.15%
5 Energy 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$285K 0.17%
14,321
+1,210
102
$274K 0.17%
+7,753
103
$256K 0.16%
7,299
-732
104
$249K 0.15%
+2,067
105
$248K 0.15%
2,470
-376
106
$242K 0.15%
1,200
-649
107
$229K 0.14%
14,674
+560
108
$227K 0.14%
+4,412
109
$226K 0.14%
+8,099
110
$225K 0.14%
7,023
-819
111
$218K 0.13%
+4,338
112
$215K 0.13%
+1,458
113
$210K 0.13%
+4,865
114
$209K 0.13%
+4,042
115
– –
-663
116
– –
-8,635
117
– –
-2,947
118
– –
-30,849
119
– –
-29,716
120
– –
-8,322
121
– –
-12,829
122
– –
-3,114
123
– –
-3,127
124
– –
-937
125
– –
-12,256
2 3 4
5
6