IWM

Iams Wealth Management Portfolio holdings

AUM $277M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.38M
3
+$1.28M
4
RSMV
Relative Strength Managed Volatility Strategy ETF
RSMV
+$1.22M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

1
+$1.97M
2
+$1.71M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.45M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.4M

Sector Composition

1 Technology 10.71%
2 Financials 6.44%
3 Healthcare 5.35%
4 Industrials 5.29%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 6.46%
25,491
-617
2
$10.9M 5.03%
17,720
+449
3
$7.52M 3.45%
15,124
+2,767
4
$6.95M 3.19%
75,769
-1,592
5
$4.21M 1.93%
41,737
+777
6
$3.98M 1.83%
125,190
-46,686
7
$3.94M 1.81%
115,100
+785
8
$3.84M 1.76%
24,312
+2,296
9
$3.64M 1.67%
40,324
-7,449
10
$3.14M 1.44%
149,236
+19,799
11
$3.13M 1.44%
10,795
-784
12
$3.07M 1.41%
30,838
+299
13
$2.91M 1.34%
10,566
-1,913
14
$2.9M 1.33%
46,284
+20,469
15
$2.82M 1.3%
13,765
-2,340
16
$2.78M 1.28%
35,387
+1,733
17
$2.75M 1.26%
17,274
-836
18
$2.68M 1.23%
60,011
-17,489
19
$2.66M 1.22%
73,177
-8,928
20
$2.6M 1.19%
23,421
-759
21
$2.53M 1.16%
36,661
-279
22
$2.52M 1.16%
31,483
-2,528
23
$2.5M 1.15%
9,977
-1,511
24
$2.47M 1.14%
10,626
-1,001
25
$2.34M 1.07%
7,351
+3,777
1
2 3 4 5