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
$218M
AUM Growth
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.2M
3
+$1.2M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.17M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$1.88M
2
+$1.71M
3
+$1.47M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.4M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.3M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$236K 0.11%
5,669
+660
152
$235K 0.11%
+729
153
$235K 0.11%
+6,701
154
$231K 0.11%
+1,695
155
$228K 0.1%
+4,056
156
$226K 0.1%
+2,801
157
$219K 0.1%
+498
158
$214K 0.1%
603
-1,171
159
$213K 0.1%
+1,144
160
$210K 0.1%
+1,151
161
$209K 0.1%
10,882
-1,679
162
$205K 0.09%
20,000
163
$203K 0.09%
+3,380
164
$202K 0.09%
4,770
-8,046
165
$202K 0.09%
+2,201
166
$200K 0.09%
+10,450
167
$194K 0.09%
20,000
168
$144K 0.07%
30,000
169
– –
-31,481
170
– –
-4,368
171
– –
-11,045
172
– –
-2,191
173
– –
-3,200
174
– –
-15,351
175
– –
-10,317
4 5 6
7
8