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IWM
Iams Wealth Management Portfolio holdings
AUM
$287M
1-Year Est. Return
16.82%
This Fund
S&P 500
This Quarter
Est. Return
-0.61%
1 Year Est. Return
+16.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$287M
AUM Growth
+$9.83M
(+3.5%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
26.39%
Holding
202
New
15
Increased
84
Reduced
78
Closed
16
Top Buys
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$2.77M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$2.01M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$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 |
NVO
Novo Nordisk
NVO
|
+$2.9M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.05M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$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
Vanguard Dividend Appreciation ETF
VIG
$111B
| – | – |
-1,197
| Closed | -$263K |
|
202
iShares MSCI USA Value Factor ETF
VLUE
$9.65B
| – | – |
-2,659
| Closed | -$364K |
|
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