IWM

IMG Wealth Management Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$6.88M
3 +$6.56M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$6.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.66%
2 Communication Services 1.3%
3 Financials 1.2%
4 Healthcare 1.08%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$441 ﹤0.01%
+11
252
$423 ﹤0.01%
+7
253
$374 ﹤0.01%
+10
254
$312 ﹤0.01%
+5
255
$227 ﹤0.01%
+540
256
$119 ﹤0.01%
+1
257
$35 ﹤0.01%
+2
258
$34 ﹤0.01%
+1