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
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.87M
3
+$2.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.79M

Top Sells

1
+$5.56M
2
+$4.97M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.14%
12,521
-1,800
127
$242K 0.13%
+1,097
128
$236K 0.13%
+418
129
$233K 0.13%
6,569
-730
130
$231K 0.13%
4,526
+114
131
$228K 0.13%
+1,304
132
$216K 0.12%
+6,546
133
$213K 0.12%
+20,000
134
$202K 0.11%
1,749
-2,142
135
$202K 0.11%
+3,931
136
$195K 0.11%
+20,000
137
$178K 0.1%
11,332
-3,342
138
$145K 0.08%
+30,000
139
$2.23K ﹤0.01%
+11,500
140
– –
-11,996
141
– –
-4,865
142
– –
-4,338
143
– –
-6,322
144
– –
-3,956
145
– –
-7,023
146
– –
-2,001
147
– –
-8,725
148
– –
-3,424
149
– –
-3,464
150
– –
-18,585
3 4 5
6
7