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
$218M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.76M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.12M
5
NFLX icon
Netflix
NFLX
+$1.03M

Top Sells

1
+$6.13M
2
+$2.23M
3
+$1.27M
4
CSCO icon
Cisco
CSCO
+$1.03M
5
ADBE icon
Adobe
ADBE
+$998K

Sector Composition

1 Technology 8.82%
2 Financials 6.71%
3 Healthcare 5.39%
4 Industrials 4.99%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 5.89%
25,184
+2,185
2
$9.79M 4.48%
16,708
+3,010
3
$7.94M 3.63%
86,841
-24,367
4
$7.51M 3.43%
174,783
+60,289
5
$4.86M 2.22%
38,547
-2,993
6
$4.72M 2.16%
154,954
+14,933
7
$4.67M 2.13%
11,068
+669
8
$4.51M 2.06%
103,360
+1,922
9
$4.11M 1.88%
16,404
+4,467
10
$3.51M 1.61%
45,922
+1,656
11
$3.38M 1.55%
38,510
+1,636
12
$3.28M 1.5%
104,562
+5,378
13
$3.26M 1.49%
32,908
-61,863
14
$3.23M 1.48%
41,230
+1,974
15
$2.93M 1.34%
17,493
+5,231
16
$2.84M 1.3%
11,851
+114
17
$2.79M 1.28%
27,474
+5,707
18
$2.77M 1.27%
56,943
+5,005
19
$2.71M 1.24%
86,274
+24,991
20
$2.66M 1.21%
12,106
+927
21
$2.63M 1.2%
10,811
+186
22
$2.57M 1.17%
27,810
-2,360
23
$2.46M 1.12%
34,981
-164
24
$2.46M 1.12%
10,876
+772
25
$2.45M 1.12%
96,045
+22,255
1
2 3 4 5