IWM
Iams Wealth Management Portfolio holdings
AUM
$218M
This Quarter Return
+9.08%
1 Year Return
+12.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-0.23%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-6.65%
Top 10 Holdings %
Top 10 Hldgs %
28.57%
Holding
191
New
34
Increased
40
Reduced
86
Closed
23
Top Buys
| 1 |
Netflix
NFLX
|
$1.75M |
| 2 |
Microsoft
MSFT
|
$1.38M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.28M |
| 4 |
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
|
$1.22M |
| 5 |
Tesla
TSLA
|
$1.2M |
Top Sells
| 1 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$1.97M |
| 2 |
T-Mobile US
TMUS
|
$1.71M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.48M |
| 4 |
Amgen
AMGN
|
$1.45M |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$1.4M |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Financials | 6.44% |
| 3 | Healthcare | 5.35% |
| 4 | Industrials | 5.29% |
| 5 | Consumer Discretionary | 4.47% |
