IWM

Iams Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.07M
3
+$1.79M
4
WM icon
Waste Management
WM
+$1.32M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.24M

Top Sells

1
+$1.82M
2
+$1.75M
3
+$905K
4
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$712K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$632K

Sector Composition

1 Technology 10.98%
2 Financials 6.55%
3 Industrials 5.39%
4 Healthcare 4.84%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$660K 0.26%
1,324
+370
102
$657K 0.26%
5,548
-1,586
103
$656K 0.26%
6,874
+1,491
104
$651K 0.26%
12,854
+5,291
105
$650K 0.26%
5,438
+413
106
$649K 0.26%
8,121
+3,350
107
$643K 0.26%
25,628
+10,529
108
$636K 0.26%
10,599
+845
109
$634K 0.25%
9,723
-717
110
$585K 0.23%
2,711
+335
111
$563K 0.23%
608
+250
112
$554K 0.22%
19,347
+9,083
113
$550K 0.22%
12,673
+336
114
$537K 0.22%
7,671
-987
115
$535K 0.21%
17,559
-2,079
116
$534K 0.21%
+19,554
117
$530K 0.21%
16,364
118
$519K 0.21%
3,201
+2,050
119
$509K 0.2%
1,433
+52
120
$509K 0.2%
+9,446
121
$502K 0.2%
7,735
+400
122
$493K 0.2%
4,305
+417
123
$492K 0.2%
3,186
+51
124
$491K 0.2%
1,739
-1,511
125
$476K 0.19%
7,359
+1,193
3 4
5
6 7