IWM

IMG Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$782K
4
ZFEB
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
+$558K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$462K

Top Sells

1
+$1.98M
2
+$187K
3
+$140K
4
TTD icon
Trade Desk
TTD
+$97K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$64.6K

Sector Composition

1 Technology 2.33%
2 Financials 1.15%
3 Communication Services 1.14%
4 Healthcare 1.09%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.74K 0.01%
88
+1
227
$7.38K 0.01%
203
+123
228
$7.36K 0.01%
111
229
$7.24K 0.01%
31
-50
230
$7.16K 0.01%
212
231
$7K 0.01%
168
232
$6.75K 0.01%
+58
233
$6.69K 0.01%
73
+1
234
$6.28K 0.01%
143
-180
235
$5.86K 0.01%
45
236
$5.86K 0.01%
+48
237
$5.77K 0.01%
+159
238
$5.63K 0.01%
+179
239
$5.14K ﹤0.01%
112
240
$4.83K ﹤0.01%
239
-391
241
$4.53K ﹤0.01%
159
242
$4.51K ﹤0.01%
191
243
$4.16K ﹤0.01%
33
+1
244
$4.11K ﹤0.01%
43
245
$4.01K ﹤0.01%
92
246
$3.97K ﹤0.01%
+13
247
$3.93K ﹤0.01%
56
+1
248
$3.9K ﹤0.01%
98
249
$3.66K ﹤0.01%
48
-106
250
$3.66K ﹤0.01%
90
8 9
10
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