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IWM

IMG Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$749K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$609K

Top Sells

1
+$1.34M
2
+$1.27M
3
+$344K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
AAPL icon
Apple
AAPL
+$315K

Sector Composition

1 Technology 2.59%
2 Financials 1.21%
3 Consumer Discretionary 1.07%
4 Healthcare 0.99%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
226
Intuitive Surgical
ISRG
$148B
$23.5K 0.02%
51
+7
BA icon
227
Boeing
BA
$170B
$23.3K 0.01%
117
-110
WSM icon
228
Williams-Sonoma
WSM
$24.2B
$22.8K 0.01%
125
+112
SCHW icon
229
Charles Schwab
SCHW
$154B
$22.7K 0.01%
242
+64
GEV icon
230
GE Vernova
GEV
$253B
$22.7K 0.01%
26
-34
TMF icon
231
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.48B
$22.1K 0.01%
613
UPS icon
232
United Parcel Service
UPS
$91.9B
$21.3K 0.01%
217
-416
ABNB icon
233
Airbnb
ABNB
$79.9B
$21.3K 0.01%
169
+134
DIS icon
234
Walt Disney
DIS
$172B
$21.2K 0.01%
220
-320
ORLY icon
235
O'Reilly Automotive
ORLY
$73.9B
$21K 0.01%
228
+127
HLT icon
236
Hilton Worldwide
HLT
$77.8B
$21K 0.01%
69
+29
KBWD icon
237
Invesco KBW High Dividend Yield Financial ETF
KBWD
$415M
$20.9K 0.01%
1,663
+213
VOT icon
238
Vanguard Mid-Cap Growth ETF
VOT
$19B
$20.8K 0.01%
81
ROST icon
239
Ross Stores
ROST
$73.1B
$20.4K 0.01%
94
+89
LIN icon
240
Linde
LIN
$231B
$20.3K 0.01%
41
+1
SYK icon
241
Stryker
SYK
$116B
$19.4K 0.01%
59
+22
XDEC icon
242
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$175M
$19.4K 0.01%
480
CB icon
243
Chubb
CB
$125B
$19.2K 0.01%
59
-8
CME icon
244
CME Group
CME
$90.4B
$19.2K 0.01%
65
+30
CALF icon
245
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.51B
$19K 0.01%
424
ZJAN
246
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$114M
$18.5K 0.01%
680
EME icon
247
Emcor
EME
$36.3B
$18.5K 0.01%
25
+3
ICE icon
248
Intercontinental Exchange
ICE
$79.1B
$18.4K 0.01%
117
+87
AMGN icon
249
Amgen
AMGN
$186B
$18.3K 0.01%
52
-1
NEE icon
250
NextEra Energy
NEE
$177B
$18.1K 0.01%
195
-84
8 9
10
11 12