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
$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
176
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182
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183
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188
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189
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-7,622
190
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191
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-8,161
4 5 6 7
8