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
$218M
AUM Growth
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.69M
3
+$1.58M
4
AMGN icon
Amgen
AMGN
+$1.54M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.33M

Top Sells

1
+$5.58M
2
+$1.8M
3
+$1.16M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.15M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$217K 0.1%
12,561
-1,025
152
$209K 0.1%
+4,586
153
$209K 0.1%
+3,485
154
$208K 0.1%
5,113
-5,580
155
$206K 0.09%
+5,009
156
$200K 0.09%
20,000
157
$147K 0.07%
30,000
158
– –
-13,774
159
– –
-2,935
160
– –
-11,466
161
– –
-4,610
162
– –
-9,122
163
– –
-7,188
164
– –
-1,547
165
– –
-2,956
166
– –
-5,522
167
– –
-4,152
168
– –
-8,774
169
– –
-9,880
170
– –
-11,570
171
– –
-8,380
172
– –
-4,726
173
– –
-10,274
174
– –
-10,475
175
– –
-449
4 5 6
7
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