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
251
$11.5K 0.01%
40
252
$11.5K 0.01%
56
253
$11.4K 0.01%
104
254
$11.4K 0.01%
44
+4
255
$11.3K 0.01%
105
+15
256
$11.1K 0.01%
102
257
$11.1K 0.01%
55
258
$11K 0.01%
23
259
$10.9K 0.01%
429
260
$10.9K 0.01%
53
261
$10.8K 0.01%
14
+5
262
$10.7K 0.01%
41
263
$10.6K 0.01%
73
+21
264
$10.4K 0.01%
37
265
$10.3K 0.01%
228
266
$10.2K 0.01%
16
+3
267
$10.2K 0.01%
48
+4
268
$10.1K 0.01%
55
269
$10.1K 0.01%
1,128
270
$10.1K 0.01%
77
271
$9.81K 0.01%
41
272
$9.55K 0.01%
28
273
$9.5K 0.01%
20
274
$9.34K 0.01%
207
275
$9.33K 0.01%
8
9 10
11
12 13