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
$204M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.48M
3
+$1.39M
4
TMUS icon
T-Mobile US
TMUS
+$1.27M
5
CSCO icon
Cisco
CSCO
+$1.16M

Top Sells

1
+$1.7M
2
+$1.59M
3
+$1.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.16M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$953K

Sector Composition

1 Technology 8.79%
2 Healthcare 5.85%
3 Financials 5.71%
4 Industrials 5.57%
5 Consumer Discretionary 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 5.51%
22,999
+993
2
$10.2M 5.01%
111,208
-4,603
3
$9.44M 4.63%
94,771
-9,242
4
$7.86M 3.86%
13,698
+1,191
5
$5.66M 2.78%
41,540
+885
6
$5.18M 2.54%
114,494
+21,859
7
$4.61M 2.27%
101,438
+30,574
8
$4.47M 2.2%
10,399
+1,077
9
$4.19M 2.05%
140,021
+50,862
10
$3.5M 1.72%
44,266
+3,263
11
$3.35M 1.64%
36,874
+3,152
12
$3.15M 1.55%
39,256
+4,289
13
$3.1M 1.52%
99,184
+47,353
14
$2.78M 1.37%
11,937
+1,648
15
$2.57M 1.26%
51,938
+4,020
16
$2.53M 1.24%
30,170
+809
17
$2.48M 1.22%
11,737
+395
18
$2.29M 1.12%
119,341
+7,520
19
$2.25M 1.1%
10,625
+1,017
20
$2.16M 1.06%
9,098
+197
21
$2.16M 1.06%
39,662
+190
22
$2.12M 1.04%
12,262
+1,094
23
$2.09M 1.03%
10,104
-32
24
$2.08M 1.02%
21,767
+3,327
25
$2.08M 1.02%
11,179
+1,973
1
2 3 4 5