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
$164M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.97M
3
+$1.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.26M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.13M

Top Sells

1
+$4.7M
2
+$1.49M
3
+$1.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.01M
5
CCI icon
Crown Castle
CCI
+$995K

Sector Composition

1 Technology 6.38%
2 Industrials 6.03%
3 Healthcare 5.23%
4 Financials 5.15%
5 Energy 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 9.72%
159,942
+32,723
2
$9.04M 5.52%
208,136
-9,494
3
$7.83M 4.78%
85,320
+14,739
4
$6.07M 3.71%
13,938
+4,534
5
$5.75M 3.51%
38,906
+1,615
6
$3.6M 2.2%
74,981
+5,253
7
$3.57M 2.18%
87,201
-823
8
$3.49M 2.13%
48,513
+2,345
9
$3.41M 2.08%
40,631
+454
10
$3.21M 1.96%
7,869
-146
11
$3.1M 1.89%
165,099
+6,410
12
$3.02M 1.85%
44,828
-556
13
$2.57M 1.57%
89,670
+9,689
14
$2.45M 1.5%
12,212
+4,504
15
$2.13M 1.3%
17,801
+1,505
16
$1.99M 1.22%
10,790
-899
17
$1.98M 1.21%
36,098
-2,733
18
$1.97M 1.2%
23,977
+5,661
19
$1.97M 1.2%
16,194
-2,430
20
$1.95M 1.19%
18,213
+2,196
21
$1.88M 1.15%
3,717
+2,496
22
$1.8M 1.1%
11,801
+1,702
23
$1.8M 1.1%
16,025
+856
24
$1.79M 1.09%
14,876
-518
25
$1.77M 1.08%
8,983
+466
1
2 3 4 5