IWM
Iams Wealth Management Portfolio holdings
AUM
$287M
1-Year Est. Return
18.25%
This Fund
S&P 500
1 Year Est. Return
+18.25%
AUM
$287M
AUM Growth
+$9.83M
(+3.5%)
Holding
202
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.01M | |
| 3 | +$1.53M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.45M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.36M |
Top Sells
| 1 | +$2.9M | |
| 2 | +$2.05M | |
| 3 | +$1.99M | |
| 4 |
Accenture
ACN
|
+$1.94M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
+$1.87M |
Sector Composition
| 1 | Technology | 10.43% |
| 2 | Financials | 6.88% |
| 3 | Industrials | 5.05% |
| 4 | Consumer Discretionary | 5.05% |
| 5 | Healthcare | 4.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ares Management
ARES
$26.1B
| – | – |
-2,074
|
|
||
|
202
Accenture
ACN
$119B
| – | – |
-7,214
|
|