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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.48M
3
+$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Top Sells

1
+$1.7M
2
+$1.59M
3
+$1.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.16M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$953K

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$516K 0.25%
+18,303
102
$504K 0.25%
1,842
-397
103
$475K 0.23%
536
+96
104
$441K 0.22%
8,800
105
$414K 0.2%
1,529
+432
106
$407K 0.2%
+15,586
107
$406K 0.2%
1,475
+326
108
$405K 0.2%
8,889
+1,435
109
$399K 0.2%
10,371
+3,825
110
$399K 0.2%
+3,671
111
$396K 0.19%
1,095
+361
112
$377K 0.19%
18,963
-2,502
113
$372K 0.18%
1,807
+503
114
$371K 0.18%
2,742
+551
115
$363K 0.18%
9,962
-64
116
$358K 0.18%
2,212
117
$357K 0.18%
641
+223
118
$332K 0.16%
3,168
+533
119
$331K 0.16%
9,646
120
$317K 0.16%
22,000
121
$316K 0.16%
+1,764
122
$315K 0.15%
+4,685
123
$297K 0.15%
5,023
-19,589
124
$294K 0.14%
5,368
+1,437
125
$289K 0.14%
+1,188
3 4
5
6 7