IWM
Iams Wealth Management Portfolio holdings
AUM
$218M
This Quarter Return
-1.7%
1 Year Return
+12.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+0.04%)
Cap. Flow
+$5.59M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
26.2%
Holding
176
New
14
Increased
83
Reduced
46
Closed
19
Top Buys
| 1 |
First Trust Active Factor Large Cap ETF
AFLG
|
$2.77M |
| 2 |
First Trust Core Investment Grade ETF
FTCB
|
$2.72M |
| 3 |
T-Mobile US
TMUS
|
$1.71M |
| 4 |
Amgen
AMGN
|
$1.63M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.29M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Walmart
WMT
$774B
| – | – |
-3,222
| Closed | -$291K |
|