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
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.17%
3,792
+269
127
$376K 0.17%
16,149
+3,385
128
$373K 0.17%
+3,770
129
$359K 0.16%
6,257
+785
130
$352K 0.16%
9,447
+1,199
131
$335K 0.15%
2,099
132
$318K 0.15%
9,646
133
$318K 0.15%
22,000
134
$318K 0.15%
+14,092
135
$317K 0.15%
6,189
+360
136
$315K 0.14%
2,200
137
$308K 0.14%
1,069
-315
138
$304K 0.14%
368
+45
139
$298K 0.14%
+6,772
140
$286K 0.13%
3,633
+124
141
$266K 0.12%
5,799
+1,126
142
$256K 0.12%
7,999
-428
143
$248K 0.11%
20,000
144
$230K 0.11%
3,034
145
$227K 0.1%
2,191
-9,626
146
$220K 0.1%
+9,120
147
$220K 0.1%
+4,368
148
$219K 0.1%
11,045
-119
149
$217K 0.1%
20,000
150
$217K 0.1%
7,600
-89
4 5
6
7 8