IWM

Iams Wealth Management Portfolio holdings

AUM $218M
AUM
$218M
AUM Growth
+$95.1K
Cap. Flow
+$13.8M
Cap. Flow %
6.34%
Top 10 Hldgs %
26.2%
Holding
176
New
14
Increased
83
Reduced
46
Closed
19
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-3,222
Closed