IWM
Iams Wealth Management Portfolio holdings
AUM
$249M
1-Year Est. Return
14.35%
1 Year Est. Return
+14.35%
AUM
$218M
AUM Growth
-$509K
(-0.23%)
Holding
191
Top Buys
| 1 | +$1.75M | |
| 2 | +$1.38M | |
| 3 | +$1.28M | |
| 4 |
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
|
+$1.22M |
| 5 |
Tesla
TSLA
|
+$1.2M |
Top Sells
| 1 | +$1.97M | |
| 2 | +$1.71M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
First Trust Short Duration Managed Municipal ETF
FSMB
$486M
| – | – |
-11,045
|
|
||
177
First Trust Senior Loan Fund ETF
FTSL
$2.4B
| – | – |
-4,586
|
|
||
178
First Trust Health Care AlphaDEX Fund
FXH
$938M
| – | – |
-2,191
|
|
||
179
Intercontinental Exchange
ICE
$87.9B
| – | – |
-3,200
|
|
||
180
iShares Core S&P 500 ETF
IVV
$660B
| – | – |
-1,382
|
|
||
181
iShares Russell Top 200 Value ETF
IWX
$2.85B
| – | – |
-7,064
|
|
||
182
Kinder Morgan
KMI
$60.8B
| – | – |
-7,600
|
|
||
183
Eli Lilly
LLY
$720B
| – | – |
-368
|
|
||
184
First Trust Intermediate Government Opportunities ETF
MGOV
$79.7M
| – | – |
-27,847
|
|
||
185
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-15,351
|
|
||
186
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-10,317
|
|
||
187
VanEck Semiconductor ETF
SMH
$34.9B
| – | – |
-3,443
|
|
||
188
SPDR Portfolio Europe ETF
SPEU
$711M
| – | – |
-6,772
|
|
||
189
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-7,622
|
|
||
190
T-Mobile US
TMUS
$258B
| – | – |
-6,428
|
|
||
191
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| – | – |
-8,161
|
|