IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.38M
3
+$1.28M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

1
+$1.97M
2
+$1.71M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.45M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.4M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.17%
4,771
-416
127
$378K 0.17%
+15,099
128
$377K 0.17%
6,166
-91
129
$370K 0.17%
9,462
+15
130
$368K 0.17%
3,416
-376
131
$361K 0.17%
6,100
-2,700
132
$354K 0.16%
+358
133
$351K 0.16%
6,449
+260
134
$349K 0.16%
2,143
-116
135
$346K 0.16%
9,646
136
$336K 0.15%
+3,451
137
$330K 0.15%
+3,418
138
$328K 0.15%
+7,591
139
$326K 0.15%
4,704
-18,940
140
$308K 0.14%
22,145
+145
141
$291K 0.13%
7,825
-174
142
$291K 0.13%
2,099
143
$288K 0.13%
7,050
-216
144
$284K 0.13%
2,796
-894
145
$279K 0.13%
10,264
-6,655
146
$267K 0.12%
+11,363
147
$253K 0.12%
3,034
148
$253K 0.12%
10,285
+1,165
149
$250K 0.11%
20,000
150
$245K 0.11%
4,176
+691
4 5
6
7 8