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
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Sells

1 +$4.69M
2 +$4.48M
3 +$3.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.08M
5
SLV icon
iShares Silver Trust
SLV
+$1.66M

Sector Composition

1 Technology 3.75%
2 Financials 1.68%
3 Consumer Discretionary 1.26%
4 Healthcare 1.17%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAP icon
251
SAP
SAP
$220B
$18.2K 0.01%
75
SCHW icon
252
Charles Schwab
SCHW
$153B
$17.8K 0.01%
178
+103
ACN icon
253
Accenture
ACN
$110B
$17.7K 0.01%
66
+32
WSO icon
254
Watsco Inc
WSO
$14.9B
$17.5K 0.01%
52
-2
AMGN icon
255
Amgen
AMGN
$186B
$17.3K 0.01%
53
+23
BLK icon
256
Blackrock
BLK
$159B
$17.1K 0.01%
16
+8
UNP icon
257
Union Pacific
UNP
$155B
$17.1K 0.01%
74
+41
LIN icon
258
Linde
LIN
$235B
$17.1K 0.01%
40
+20
KVUE icon
259
Kenvue
KVUE
$32.1B
$17K 0.01%
986
+43
CTAS icon
260
Cintas
CTAS
$72B
$16.9K 0.01%
90
+34
CL icon
261
Colgate-Palmolive
CL
$68.2B
$16.9K 0.01%
214
+11
NTRS icon
262
Northern Trust
NTRS
$32B
$16.8K 0.01%
123
JCI icon
263
Johnson Controls International
JCI
$89.9B
$16.6K 0.01%
139
+35
MPC icon
264
Marathon Petroleum
MPC
$78.7B
$16.6K 0.01%
102
+15
SBUX icon
265
Starbucks
SBUX
$108B
$16.5K 0.01%
196
+86
GD icon
266
General Dynamics
GD
$92.3B
$16.5K 0.01%
49
+21
MCO icon
267
Moody's
MCO
$78.9B
$16.3K 0.01%
32
+9
GJUN icon
268
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$16.3K 0.01%
412
HACK icon
269
Amplify Cybersecurity ETF
HACK
$2.5B
$16.3K 0.01%
+203
DAL icon
270
Delta Air Lines
DAL
$52B
$16.1K 0.01%
232
+84
BKNG icon
271
Booking.com
BKNG
$130B
$16.1K 0.01%
75
SMCI icon
272
Super Micro Computer
SMCI
$28.3B
$15.9K 0.01%
543
-751
BSX icon
273
Boston Scientific
BSX
$72.4B
$15.7K 0.01%
165
DE icon
274
Deere & Co
DE
$160B
$15.4K 0.01%
33
+2
ZSEP
275
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$15.2K 0.01%
569