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
$218M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$335K 0.15%
1,384
+196
127
$335K 0.15%
+4,291
128
$334K 0.15%
+6,907
129
$334K 0.15%
9,646
130
$331K 0.15%
1,498
+515
131
$328K 0.15%
+8,248
132
$327K 0.15%
+5,472
133
$325K 0.15%
+3,262
134
$319K 0.15%
5,829
+461
135
$316K 0.14%
22,000
136
$294K 0.13%
+3,363
137
$291K 0.13%
+3,222
138
$280K 0.13%
+10,826
139
$279K 0.13%
2,099
140
$274K 0.13%
+2,935
141
$272K 0.12%
7,188
-3,183
142
$266K 0.12%
3,509
+477
143
$263K 0.12%
4,450
-17,370
144
$261K 0.12%
8,427
+1,504
145
$257K 0.12%
20,000
146
$254K 0.12%
+4,673
147
$249K 0.11%
323
-213
148
$242K 0.11%
+449
149
$237K 0.11%
9,122
-588
150
$235K 0.11%
+8,774
4 5
6
7 8