IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.38M
3
+$1.28M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

1
+$1.97M
2
+$1.71M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.45M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.4M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$598K 0.27%
5,025
+117
102
$588K 0.27%
+28,106
103
$583K 0.27%
+9,754
104
$574K 0.26%
8,658
-1,106
105
$545K 0.25%
19,638
-1,916
106
$543K 0.25%
5,383
-866
107
$541K 0.25%
954
-48
108
$538K 0.25%
+4,102
109
$529K 0.24%
+1,559
110
$517K 0.24%
+2,284
111
$517K 0.24%
12,337
-186
112
$511K 0.23%
1,637
+23
113
$499K 0.23%
16,364
+215
114
$486K 0.22%
+2,376
115
$482K 0.22%
3,888
-130
116
$479K 0.22%
5,105
+105
117
$463K 0.21%
3,135
-46
118
$426K 0.2%
+21,506
119
$421K 0.19%
1,381
+312
120
$417K 0.19%
16,773
-2,771
121
$407K 0.19%
7,335
+1,536
122
$407K 0.19%
18,024
+3,932
123
$400K 0.18%
9,573
+76
124
$396K 0.18%
9,291
+4,178
125
$380K 0.17%
7,563
-698
3 4
5
6 7