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
$148M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.16M
3
+$1.03M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$912K
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$876K

Top Sells

1
+$529K
2
+$207K
3
+$144K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$137K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$133K

Sector Composition

1 Technology 3.43%
2 Financials 1.5%
3 Consumer Discretionary 1.2%
4 Healthcare 1.02%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.3K 0.01%
943
227
$15.2K 0.01%
62
228
$15.2K 0.01%
105
229
$15.1K 0.01%
569
230
$14.9K 0.01%
89
231
$14.6K 0.01%
92
232
$14.3K 0.01%
134
233
$14.2K 0.01%
31
234
$13.8K 0.01%
56
235
$13.7K 0.01%
37
236
$13.5K 0.01%
57
237
$13.5K 0.01%
68
238
$13.4K 0.01%
57
+12
239
$13.2K 0.01%
115
240
$12.9K 0.01%
239
241
$12.9K 0.01%
3
242
$12.7K 0.01%
30
243
$12.7K 0.01%
26
244
$12.5K 0.01%
264
245
$12.3K 0.01%
51
246
$12.2K 0.01%
128
247
$11.8K 0.01%
187
+35
248
$11.8K 0.01%
84
249
$11.7K 0.01%
187
-95
250
$11.6K 0.01%
154
8 9
10
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