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
+$95.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.72M
3
+$1.71M
4
AMGN icon
Amgen
AMGN
+$1.63M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.29M

Top Sells

1
+$5.64M
2
+$1.8M
3
+$1.15M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 9.3%
2 Healthcare 6.76%
3 Financials 6.72%
4 Industrials 5.15%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 5.61%
26,108
+924
2
$9.66M 4.43%
17,271
+563
3
$7.1M 3.25%
77,361
-9,480
4
$5.1M 2.34%
171,876
+16,922
5
$4.64M 2.12%
12,357
+1,289
6
$4.51M 2.06%
40,960
+2,413
7
$3.58M 1.64%
16,105
-299
8
$3.52M 1.61%
47,773
+6,543
9
$3.46M 1.58%
77,500
-25,860
10
$3.4M 1.56%
114,315
+9,753
11
$3.09M 1.41%
18,110
+617
12
$3.04M 1.39%
30,539
-2,369
13
$3.01M 1.38%
120,467
+24,422
14
$2.98M 1.37%
99,885
+13,611
15
$2.84M 1.3%
11,579
-272
16
$2.77M 1.27%
+82,105
17
$2.72M 1.24%
+129,437
18
$2.71M 1.24%
24,180
-3,630
19
$2.63M 1.21%
8,450
+5,228
20
$2.58M 1.18%
33,654
-12,268
21
$2.57M 1.17%
36,940
+13,168
22
$2.49M 1.14%
13,104
+998
23
$2.47M 1.13%
7,142
-820
24
$2.46M 1.13%
11,627
+751
25
$2.46M 1.13%
49,975
-6,968
1
2 3 4 5