IWM

IMG Wealth Management Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.88M
3
+$6.56M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$6.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.66%
2 Communication Services 1.3%
3 Financials 1.2%
4 Healthcare 1.08%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.67K ﹤0.01%
+30
227
$2.49K ﹤0.01%
+22
228
$2.34K ﹤0.01%
+38
229
$2.15K ﹤0.01%
+21
230
$2.08K ﹤0.01%
+3
231
$2.06K ﹤0.01%
+18
232
$1.97K ﹤0.01%
+39
233
$1.93K ﹤0.01%
+6
234
$1.91K ﹤0.01%
+15
235
$1.9K ﹤0.01%
+39
236
$1.86K ﹤0.01%
+8
237
$1.73K ﹤0.01%
+169
238
$1.68K ﹤0.01%
+26
239
$1.46K ﹤0.01%
+31
240
$1.25K ﹤0.01%
+10
241
$1.11K ﹤0.01%
+50
242
$1.03K ﹤0.01%
+30
243
$1.03K ﹤0.01%
+22
244
$669 ﹤0.01%
+2
245
$624 ﹤0.01%
+19
246
$594 ﹤0.01%
+7
247
$541 ﹤0.01%
+13
248
$523 ﹤0.01%
+10
249
$510 ﹤0.01%
+6
250
$486 ﹤0.01%
+2
7 8 9
10
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