Sample data · IAMS
Ashwood RIA
AR
Strategies
Every model portfolio your firm runs, with live AUM and drift.
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Total strategies
18
AUM in models
$393.0M
Households invested
486
Avg drift
2.4%
All
Growth
Income
Balanced
Tax-managed
Alternatives
12 shown
Core Growth 70/30
Priya Desai, CFA · Core equity + core bond
Growth
Equity 70%
Fixed 25%
Alt 3%
Cash 2%
AUM
$68.4M
Accounts
128
YTD
12.60%
Expense
18 bps
Growth
View
Balanced Income 50/50
Marcus Bell, CFP · Balanced income
Moderate
Equity 50%
Fixed 45%
Alt 3%
Cash 2%
AUM
$54.2M
Accounts
96
YTD
7.40%
Expense
21 bps
Balanced
View
Tax-Managed Equity
Elena Rossi, CFA · Direct-indexed equity
Growth
Equity 92%
Fixed 3%
Alt 3%
Cash 2%
AUM
$41.8M
Accounts
62
YTD
14.10%
Expense
35 bps
Tax-managed
View
Fixed Income Ladder
Jordan Wu · Individual bond ladder
Conservative
Fixed 96%
Cash 4%
AUM
$38.9M
Accounts
74
YTD
4.10%
Expense
8 bps
Income
View
Alternatives Sleeve
Samantha Bennett · Alt income & real assets
Aggressive
Equity 20%
Fixed 20%
Alt 55%
Cash 5%
AUM
$22.6M
Accounts
34
YTD
6.20%
Expense
74 bps
Alternatives
View
Dividend Focus
Priya Desai, CFA · US dividend growth
Moderate
Equity 88%
Fixed 5%
Alt 4%
Cash 3%
AUM
$34.4M
Accounts
88
YTD
9.60%
Expense
24 bps
Income
View
ESG Growth
Elena Rossi, CFA · ESG-screened growth
Growth
Equity 75%
Fixed 20%
Alt 3%
Cash 2%
AUM
$18.3M
Accounts
41
YTD
11.80%
Expense
29 bps
Growth
View
Conservative Preservation 30/70
Marcus Bell, CFP · Capital preservation
Conservative
Equity 30%
Fixed 62%
Alt 3%
Cash 5%
AUM
$27.8M
Accounts
71
YTD
5.20%
Expense
16 bps
Balanced
View
Municipal Bond Income
Jordan Wu · Tax-exempt income
Conservative
Fixed 95%
Cash 5%
AUM
$24.1M
Accounts
52
YTD
3.40%
Expense
12 bps
Tax-managed
View
Aggressive Global 90/10
Priya Desai, CFA · Global equity
Aggressive
Equity 90%
Fixed 5%
Alt 3%
Cash 2%
AUM
$19.6M
Accounts
36
YTD
15.80%
Expense
22 bps
Growth
View
Real Assets Income
Samantha Bennett · REITs + infra
Moderate
Equity 40%
Fixed 15%
Alt 42%
Cash 3%
AUM
$12.8M
Accounts
24
YTD
4.50%
Expense
46 bps
Alternatives
View
Short-Duration Cash Plus
Jordan Wu · Enhanced cash
Conservative
Fixed 40%
Cash 60%
AUM
$30.1M
Accounts
118
YTD
3.80%
Expense
10 bps
Income
View