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
$218M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$547K 0.25%
2,956
-584
102
$537K 0.25%
+4,152
103
$524K 0.24%
2,123
+594
104
$523K 0.24%
1,452
+357
105
$519K 0.24%
12,887
-551
106
$516K 0.24%
8,800
107
$512K 0.23%
+13,774
108
$498K 0.23%
+1,547
109
$497K 0.23%
4,463
+792
110
$489K 0.22%
+5,286
111
$480K 0.22%
10,693
+1,804
112
$477K 0.22%
918
+277
113
$477K 0.22%
+3,200
114
$461K 0.21%
2,525
+718
115
$461K 0.21%
+23,257
116
$444K 0.2%
1,404
-71
117
$430K 0.2%
4,642
-1,112
118
$422K 0.19%
+17,129
119
$412K 0.19%
3,700
+833
120
$397K 0.18%
3,013
+271
121
$390K 0.18%
2,200
-12
122
$369K 0.17%
3,523
+355
123
$337K 0.15%
+12,764
124
$337K 0.15%
+10,274
125
$336K 0.15%
+6,684
3 4
5
6 7