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
$249M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.07M
3
+$1.79M
4
WM icon
Waste Management
WM
+$1.32M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.24M

Top Sells

1
+$1.82M
2
+$1.75M
3
+$905K
4
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$712K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$632K

Sector Composition

1 Technology 10.98%
2 Financials 6.55%
3 Industrials 5.39%
4 Healthcare 4.84%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.12%
7,400
-425
152
$290K 0.12%
3,057
+856
153
$285K 0.11%
865
+136
154
$281K 0.11%
+17,250
155
$270K 0.11%
+2,793
156
$263K 0.11%
+943
157
$262K 0.11%
+225
158
$255K 0.1%
4,483
+427
159
$255K 0.1%
10,113
-172
160
$252K 0.1%
+921
161
$250K 0.1%
+974
162
$246K 0.1%
512
+14
163
$246K 0.1%
+870
164
$243K 0.1%
20,000
165
$241K 0.1%
+1,505
166
$240K 0.1%
5,770
+101
167
$240K 0.1%
+5,937
168
$239K 0.1%
+923
169
$237K 0.1%
+3,333
170
$234K 0.09%
+8,284
171
$233K 0.09%
2,639
-162
172
$228K 0.09%
+2,021
173
$227K 0.09%
+238
174
$218K 0.09%
11,084
+202
175
$218K 0.09%
+2,653
4 5 6
7
8