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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.71M
3
+$5.82M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.62M
5
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.47%
2 Healthcare 6.02%
3 Financials 5.62%
4 Technology 4.94%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.84M 6.12%
+96,300
2
$8.71M 6.03%
+207,133
3
$5.82M 4.03%
+37,338
4
$4.62M 3.2%
+46,445
5
$4.12M 2.85%
+63,524
6
$3.59M 2.48%
+75,910
7
$3.44M 2.38%
+140,293
8
$3.31M 2.29%
+9,246
9
$3.18M 2.2%
+84,972
10
$3.12M 2.16%
+42,311
11
$3.11M 2.15%
+169,343
12
$2.77M 1.92%
+8,766
13
$2.62M 1.81%
+27,061
14
$2.33M 1.61%
+41,456
15
$2.17M 1.5%
+36,442
16
$2.01M 1.39%
+45,311
17
$1.92M 1.33%
+16,020
18
$1.89M 1.31%
+20,808
19
$1.87M 1.29%
+19,240
20
$1.81M 1.25%
+12,494
21
$1.77M 1.23%
+27,503
22
$1.75M 1.21%
+10,386
23
$1.72M 1.19%
+21,232
24
$1.72M 1.19%
+42,007
25
$1.71M 1.18%
+22,937
1
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