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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.71M
3
+$5.82M
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.62M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.47%
2 Healthcare 6.02%
3 Financials 5.62%
4 Technology 4.94%
5 Energy 3.99%
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