IWM

Iams Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 14.35%
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.58M
3
+$5.82M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.12M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.02%
2 Healthcare 4.55%
3 Financials 4.25%
4 Consumer Staples 3.63%
5 Technology 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 10.34%
+231,365
2
$7.58M 7.71%
+82,868
3
$5.82M 5.93%
+33,494
4
$4.12M 4.19%
+69,335
5
$2.89M 2.94%
+43,961
6
$2.31M 2.35%
+57,776
7
$2.23M 2.27%
+47,091
8
$2.11M 2.15%
+13,910
9
$2.09M 2.12%
+27,824
10
$1.96M 1.99%
+41,015
11
$1.78M 1.81%
+19,492
12
$1.46M 1.49%
+18,246
13
$1.4M 1.43%
+12,891
14
$1.36M 1.38%
+15,061
15
$1.27M 1.29%
+42,493
16
$1.26M 1.28%
+26,376
17
$1.23M 1.26%
+5,147
18
$1.22M 1.24%
+3,860
19
$1.06M 1.08%
+15,658
20
$1.04M 1.06%
+9,861
21
$1.04M 1.05%
+23,598
22
$1.02M 1.04%
+7,586
23
$1.01M 1.03%
+53,955
24
$995K 1.01%
+11,395
25
$987K 1%
+57,747
1
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