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
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$599K 0.27%
6,408
-46
102
$596K 0.27%
6,043
+1,580
103
$596K 0.27%
2,555
+432
104
$591K 0.27%
1,002
+84
105
$581K 0.27%
+7,064
106
$580K 0.27%
4,908
-299
107
$569K 0.26%
10,384
-296
108
$564K 0.26%
27,847
+4,590
109
$552K 0.25%
3,200
110
$544K 0.25%
12,523
-364
111
$498K 0.23%
8,800
112
$493K 0.23%
1,836
113
$484K 0.22%
19,544
+2,415
114
$469K 0.21%
16,919
+6,093
115
$440K 0.2%
5,000
+358
116
$429K 0.2%
15,351
-16,439
117
$417K 0.19%
3,181
+168
118
$415K 0.19%
2,259
+761
119
$414K 0.19%
+10,833
120
$412K 0.19%
8,261
+1,354
121
$411K 0.19%
8,161
+1,477
122
$409K 0.19%
5,187
+896
123
$397K 0.18%
4,018
+318
124
$390K 0.18%
9,497
-8,585
125
$383K 0.18%
3,690
+428
3 4
5
6 7