Instuitional Investor - Iams Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Iams Wealth Management, Llc |
| Portfolio Value | $286,872,364 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 25,267 | $14,585,885 | 5.08% | |
| 2. | SPY | 18,597 | $12,096,105 | 4.22% | |
| 3. | Spdr Series Trust | 92,499 | $8,476,746 | 2.95% | |
| 4. | First Tr Exchng Traded Fd Vi | 201,100 | $6,791,148 | 2.37% | |
| 5. | First Tr Exchange-Traded Fd | 304,512 | $6,382,619 | 2.22% |
Hedge Fund Resource Center 
