IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.63M
3
+$2.79M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.01M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.83M

Top Sells

1
+$5.55M
2
+$4.95M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,001
152
– –
-7,023
153
– –
-3,956
154
– –
-6,322
155
– –
-4,338
3 4 5 6
7