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
$111M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$782K
4
ZFEB
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
+$558K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$462K

Top Sells

1
+$1.98M
2
+$187K
3
+$140K
4
TTD icon
Trade Desk
TTD
+$97K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$64.6K

Sector Composition

1 Technology 2.33%
2 Financials 1.15%
3 Communication Services 1.14%
4 Healthcare 1.09%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.53K ﹤0.01%
10
252
$3.35K ﹤0.01%
33
253
$3.34K ﹤0.01%
55
254
$3.27K ﹤0.01%
+41
255
$3.22K ﹤0.01%
63
256
$2.94K ﹤0.01%
22
257
$2.76K ﹤0.01%
56
258
$2.53K ﹤0.01%
37
259
$2.52K ﹤0.01%
+19
260
$2.37K ﹤0.01%
38
261
$2.12K ﹤0.01%
18
262
$2.11K ﹤0.01%
21
263
$1.99K ﹤0.01%
3
264
$1.98K ﹤0.01%
+1,280
265
$1.97K ﹤0.01%
285
266
$1.92K ﹤0.01%
39
267
$1.89K ﹤0.01%
39
268
$1.57K ﹤0.01%
15
269
$1.49K ﹤0.01%
+1,106
270
$1.49K ﹤0.01%
31
271
$1.46K ﹤0.01%
1,150
272
$1.4K ﹤0.01%
26
273
$1.37K ﹤0.01%
+17
274
$1.21K ﹤0.01%
+34
275
$1.2K ﹤0.01%
169
9 10
11
12 13