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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.48M
3
+$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Top Sells

1
+$1.7M
2
+$1.59M
3
+$1.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.16M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$953K

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.14%
2,099
127
$281K 0.14%
9,710
+541
128
$276K 0.14%
+2,867
129
$266K 0.13%
4,439
-2,922
130
$264K 0.13%
6,894
+325
131
$260K 0.13%
13,003
+482
132
$259K 0.13%
20,000
133
$253K 0.12%
+983
134
$253K 0.12%
+4,242
135
$251K 0.12%
2,141
-1,804
136
$245K 0.12%
+3,032
137
$243K 0.12%
4,683
+157
138
$241K 0.12%
20,000
139
$239K 0.12%
13,602
+2,270
140
$237K 0.12%
+3,034
141
$236K 0.12%
+6,923
142
$210K 0.1%
20,000
143
$208K 0.1%
+9,689
144
$205K 0.1%
+5,748
145
$150K 0.07%
30,000
146
– –
-11,500
147
– –
-14,500
148
– –
-4,032
149
– –
-7,243
150
– –
-13,892
3 4 5
6
7