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

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
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
– –
-3,222
159
– –
-449
160
– –
-10,475
161
– –
-10,274
162
– –
-4,726
163
– –
-8,380
164
– –
-1,157
165
– –
-9,880
166
– –
-8,774
167
– –
-4,152
168
– –
-5,522
169
– –
-2,956
170
– –
-1,547
171
– –
-7,188
172
– –
-9,122
173
– –
-4,610
174
– –
-11,466
175
– –
-2,935
4 5 6
7
8