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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.48M
3 +$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-20,850
152
-1,749
153
-4,731
154
-2,925
155
-11,645
156
-6,039
157
-3,815
158
-6,000
159
-15,953
160
-2,749