IWM

IMG Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$975K
3
+$658K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$600K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$512K

Top Sells

1
+$3.36M
2
+$348K
3
+$234K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$213K
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$190K

Sector Composition

1 Technology 3.43%
2 Financials 1.61%
3 Consumer Discretionary 1.16%
4 Consumer Staples 1.06%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.6K 0.01%
+37
227
$14.6K 0.01%
+176
228
$14.5K 0.01%
+87
229
$14.3K 0.01%
+101
230
$14.2K 0.01%
+429
231
$14K 0.01%
134
232
$13.7K 0.01%
+26
233
$13.4K 0.01%
+68
234
$13.2K 0.01%
+40
235
$13.2K 0.01%
+357
236
$13.1K 0.01%
+30
237
$13K 0.01%
+105
238
$13K 0.01%
+92
239
$12.9K 0.01%
128
+113
240
$12.6K 0.01%
115
241
$12.5K 0.01%
+56
242
$12.2K 0.01%
51
+20
243
$12K 0.01%
+55
244
$11.8K 0.01%
264
245
$11.8K 0.01%
22
246
$11.7K 0.01%
+1,128
247
$11.5K 0.01%
+23
248
$11.3K 0.01%
+55
249
$11.2K 0.01%
+200
250
$11.2K 0.01%
+41
8 9
10
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