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
$183M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.87M
3
+$2.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M
5
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.79M

Top Sells

1
+$5.56M
2
+$4.97M
3
+$2.57M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.3M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.25M

Sector Composition

1 Technology 8.72%
2 Healthcare 6.02%
3 Industrials 5.76%
4 Financials 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 5.82%
115,811
+30,491
2
$10.5M 5.77%
22,006
+8,068
3
$10.3M 5.66%
104,013
-55,929
4
$6.81M 3.73%
12,507
+8,790
5
$5.56M 3.05%
40,655
+1,749
6
$4.17M 2.28%
9,322
+1,453
7
$3.99M 2.18%
92,635
-115,501
8
$3.02M 1.65%
41,003
-7,510
9
$2.89M 1.58%
70,864
-16,337
10
$2.83M 1.55%
33,722
-6,909
11
$2.65M 1.45%
34,967
-9,861
12
$2.64M 1.45%
21,386
+4,856
13
$2.62M 1.43%
14,267
+11,836
14
$2.58M 1.41%
89,159
+30,542
15
$2.3M 1.26%
47,918
-27,063
16
$2.29M 1.26%
11,342
+552
17
$2.26M 1.24%
15,859
-335
18
$2.17M 1.19%
10,289
+3,803
19
$2.16M 1.19%
10,136
+1,153
20
$2.1M 1.15%
111,821
-53,278
21
$2.01M 1.1%
29,361
+8,752
22
$2M 1.1%
8,901
+589
23
$1.99M 1.09%
39,472
+35,430
24
$1.97M 1.08%
9,608
-2,604
25
$1.92M 1.05%
32,310
-3,788
1
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