IWM

Iams Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.07M
3
+$1.79M
4
WM icon
Waste Management
WM
+$1.32M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.24M

Top Sells

1
+$1.82M
2
+$1.75M
3
+$905K
4
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$712K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$632K

Sector Composition

1 Technology 10.98%
2 Financials 6.55%
3 Industrials 5.39%
4 Healthcare 4.84%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.19%
3,444
-658
127
$468K 0.19%
11,184
+1,722
128
$454K 0.18%
4,632
+1,181
129
$439K 0.18%
+1,867
130
$424K 0.17%
10,080
+507
131
$404K 0.16%
+1,745
132
$395K 0.16%
19,706
-1,800
133
$394K 0.16%
4,515
+1,481
134
$389K 0.16%
8,843
+1,252
135
$388K 0.16%
6,100
136
$378K 0.15%
6,601
+152
137
$373K 0.15%
14,016
-35,375
138
$372K 0.15%
9,646
139
$370K 0.15%
5,405
+701
140
$355K 0.14%
1,945
+250
141
$352K 0.14%
5,329
+1,153
142
$347K 0.14%
1,016
+413
143
$335K 0.13%
7,676
+626
144
$334K 0.13%
+499
145
$325K 0.13%
12,342
+979
146
$322K 0.13%
+2,224
147
$318K 0.13%
22,000
-145
148
$317K 0.13%
3,080
+284
149
$311K 0.12%
1,585
+441
150
$310K 0.12%
848
-711
4 5
6
7 8