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
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.87M
3
+$2.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.79M

Top Sells

1
+$5.56M
2
+$4.97M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.24%
+8,800
102
$439K 0.24%
7,361
+1,953
103
$428K 0.23%
+1,051
104
$422K 0.23%
14,863
-25,650
105
$411K 0.23%
+21,465
106
$398K 0.22%
440
+30
107
$398K 0.22%
+14,500
108
$394K 0.22%
+4,032
109
$382K 0.21%
10,060
-27,137
110
$336K 0.18%
+2,212
111
$334K 0.18%
+3,815
112
$331K 0.18%
+10,026
113
$315K 0.17%
+22,000
114
$313K 0.17%
2,749
-924
115
$311K 0.17%
9,646
116
$310K 0.17%
2,099
117
$310K 0.17%
+7,454
118
$307K 0.17%
+7,243
119
$302K 0.17%
+1,149
120
$285K 0.16%
+11,250
121
$271K 0.15%
2,635
+165
122
$267K 0.15%
2,191
+124
123
$255K 0.14%
+20,000
124
$250K 0.14%
+734
125
$249K 0.14%
+9,169
3 4
5
6 7