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
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$230K 0.11%
+4,610
152
$228K 0.1%
3,862
-1,161
153
$228K 0.1%
+4,726
154
$224K 0.1%
+11,466
155
$221K 0.1%
11,164
-1,839
156
$221K 0.1%
13,586
-16
157
$213K 0.1%
3,034
158
$211K 0.1%
+7,689
159
$209K 0.1%
20,000
160
$195K 0.09%
20,000
161
$194K 0.09%
+10,475
162
$146K 0.07%
30,000
163
– –
-2,141
164
– –
-1,927
165
– –
-9,962
166
– –
-5,748
167
– –
-4,683
168
– –
-4,439
169
– –
-6,894
170
– –
-18,963
171
– –
-1,627
172
– –
-9,689
173
– –
-1,764
174
– –
-15,586
175
– –
-4,685
4 5 6
7
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