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

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
CI icon
251
Cigna
CI
$73.8B
$11.5K 0.01%
40
CTAS icon
252
Cintas
CTAS
$75.4B
$11.5K 0.01%
56
JCI icon
253
Johnson Controls International
JCI
$72.6B
$11.4K 0.01%
104
HLT icon
254
Hilton Worldwide
HLT
$66.4B
$11.4K 0.01%
44
+4
ORLY icon
255
O'Reilly Automotive
ORLY
$78.4B
$11.3K 0.01%
105
+15
BK icon
256
Bank of New York Mellon
BK
$79.7B
$11.1K 0.01%
102
MMC icon
257
Marsh & McLennan
MMC
$91.7B
$11.1K 0.01%
55
MCO icon
258
Moody's
MCO
$88B
$11K 0.01%
23
KDP icon
259
Keurig Dr Pepper
KDP
$38.8B
$10.9K 0.01%
429
AMAT icon
260
Applied Materials
AMAT
$206B
$10.9K 0.01%
53
MCK icon
261
McKesson
MCK
$100B
$10.8K 0.01%
14
+5
MAR icon
262
Marriott International
MAR
$82.1B
$10.7K 0.01%
41
ANET icon
263
Arista Networks
ANET
$159B
$10.6K 0.01%
73
+21
CB icon
264
Chubb
CB
$122B
$10.4K 0.01%
37
EXC icon
265
Exelon
EXC
$44.1B
$10.3K 0.01%
228
IDXX icon
266
Idexx Laboratories
IDXX
$55.4B
$10.2K 0.01%
16
+3
COF icon
267
Capital One
COF
$154B
$10.2K 0.01%
48
+4
NOW icon
268
ServiceNow
NOW
$162B
$10.1K 0.01%
11
HLN icon
269
Haleon
HLN
$43.9B
$10.1K 0.01%
1,128
EMR icon
270
Emerson Electric
EMR
$75.3B
$10.1K 0.01%
77
TMUS icon
271
T-Mobile US
TMUS
$221B
$9.81K 0.01%
41
GD icon
272
General Dynamics
GD
$91.2B
$9.55K 0.01%
28
LIN icon
273
Linde
LIN
$198B
$9.5K 0.01%
20
BMY icon
274
Bristol-Myers Squibb
BMY
$110B
$9.34K 0.01%
207
BLK icon
275
Blackrock
BLK
$166B
$9.33K 0.01%
8