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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
PEP icon
251
PepsiCo
PEP
$192B
$17.1K 0.01%
110
-48
CMCSA icon
252
Comcast
CMCSA
$84.9B
$16.8K 0.01%
585
-249
COF icon
253
Capital One
COF
$112B
$16.6K 0.01%
91
+47
VRTX icon
254
Vertex Pharmaceuticals
VRTX
$112B
$16.5K 0.01%
37
-31
GJUN icon
255
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$16.2K 0.01%
412
UNP icon
256
Union Pacific
UNP
$160B
$15.5K 0.01%
64
-10
HACK icon
257
Amplify Cybersecurity ETF
HACK
$2.4B
$15.2K 0.01%
203
ZSEP
258
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$15.2K 0.01%
569
SBUX icon
259
Starbucks
SBUX
$108B
$14.6K 0.01%
163
-33
DJT icon
260
Trump Media & Technology Group
DJT
$2.26B
$14.6K 0.01%
1,570
+162
SPGI icon
261
S&P Global
SPGI
$123B
$14.5K 0.01%
34
+5
CL icon
262
Colgate-Palmolive
CL
$68.9B
$14.2K 0.01%
167
-47
DRI icon
263
Darden Restaurants
DRI
$22.4B
$13.9K 0.01%
+71
PLD icon
264
Prologis
PLD
$133B
$13.5K 0.01%
102
+26
SHOC icon
265
Strive US Semiconductor ETF
SHOC
$249M
$13.5K 0.01%
187
GE icon
266
GE Aerospace
GE
$336B
$13.3K 0.01%
47
-123
DELL icon
267
Dell
DELL
$260B
$13.1K 0.01%
80
+1
NDAQ icon
268
Nasdaq
NDAQ
$49.1B
$13K 0.01%
+153
MCK icon
269
McKesson
MCK
$92.2B
$13K 0.01%
15
+6
AIQ icon
270
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
$12.9K 0.01%
277
CDNS icon
271
Cadence Design Systems
CDNS
$109B
$12.8K 0.01%
46
+39
SYM icon
272
Symbotic
SYM
$5.64B
$12.7K 0.01%
239
HON icon
273
Honeywell
HON
$134B
$12.7K 0.01%
56
-9
ETN icon
274
Eaton
ETN
$157B
$12.5K 0.01%
35
-32
AIG icon
275
American International
AIG
$39.3B
$12.1K 0.01%
161
+78
9 10
11
12 13