IWM
Iams Wealth Management Portfolio holdings
AUM
$277M
1-Year Est. Return
15.48%
This Fund
S&P 500
1 Year Est. Return
+15.48%
AUM
$277M
AUM Growth
+$27.8M
(+11%)
Holding
211
Top Buys
| 1 | +$3.37M | |
| 2 | +$2.68M | |
| 3 | +$2.5M | |
| 4 |
Vanguard Core Plus Bond ETF
VPLS
|
+$2.4M |
| 5 |
First Trust Emerging Markets Local Currency Bond ETF
FEMB
|
+$2.06M |
Top Sells
| 1 | +$1.74M | |
| 2 | +$1.34M | |
| 3 | +$1.32M | |
| 4 |
DuPont de Nemours
DD
|
+$1.2M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.16M |
Sector Composition
| 1 | Technology | 10.55% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 5.19% |
| 4 | Consumer Discretionary | 4.93% |
| 5 | Industrials | 4.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
201
Fiserv Inc
FISV
$33.3B
| – | – |
-1,665
|
|
||
202
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
| – | – |
-3,080
|
|
||
203
Tyson Foods
TSN
$22.7B
| – | – |
-3,690
|
|
||
204
Texas Instruments
TXN
$190B
| – | – |
-1,102
|
|
||
205
United Rentals
URI
$51.7B
| – | – |
-238
|
|
||
206
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
| – | – |
-8,121
|
|
||
207
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-4,483
|
|
||
208
Invesco Variable Rate Investment Grade ETF
VRIG
$1.43B
| – | – |
-25,628
|
|
||
209
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
| – | – |
-12,854
|
|
||
210
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
| – | – |
-9,446
|
|
||
211
Regan Floating Rate MBS ETF
MBSF
$187M
| – | – |
-39,694
|
|