IWM

IMG Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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 Buys

1
+$5.08M
2
+$4.58M
3
+$4.05M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.52M
5
QFLR icon
Innovator Nasdaq-100 Managed Floor ETF
QFLR
+$782K

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
SPGI icon
276
S&P Global
SPGI
$133B
$15.2K 0.01%
29
+3
CCI icon
277
Crown Castle
CCI
$39.1B
$14.5K 0.01%
163
TT icon
278
Trane Technologies
TT
$94.6B
$14.4K 0.01%
37
+7
MUB icon
279
iShares National Muni Bond ETF
MUB
$42.8B
$14.4K 0.01%
134
SYM icon
280
Symbotic
SYM
$6.32B
$14.2K 0.01%
239
PGR icon
281
Progressive
PGR
$121B
$14.1K 0.01%
62
+6
AIQ icon
282
Global X Artificial Intelligence & Technology ETF
AIQ
$7.72B
$14.1K 0.01%
277
-123
GM icon
283
General Motors
GM
$67.5B
$14K 0.01%
172
+80
EMR icon
284
Emerson Electric
EMR
$79.3B
$13.8K 0.01%
104
+27
MRSH
285
Marsh
MRSH
$87.1B
$13.7K 0.01%
74
+19
MDT icon
286
Medtronic
MDT
$117B
$13.5K 0.01%
141
+110
BUFT icon
287
FT Vest Buffered Allocation Defensive ETF
BUFT
$140M
$13.5K 0.01%
547
-594
EME icon
288
Emcor
EME
$32B
$13.5K 0.01%
22
-3
SYK icon
289
Stryker
SYK
$140B
$13K 0.01%
37
SHOC icon
290
Strive US Semiconductor ETF
SHOC
$160M
$12.8K 0.01%
187
KDP icon
291
Keurig Dr Pepper
KDP
$38.3B
$12.7K 0.01%
455
+26
MAR icon
292
Marriott International
MAR
$87.1B
$12.7K 0.01%
41
CEG icon
293
Constellation Energy
CEG
$117B
$12.7K 0.01%
36
+8
FCX icon
294
Freeport-McMoran
FCX
$86.9B
$12.7K 0.01%
250
+110
HON icon
295
Honeywell
HON
$151B
$12.7K 0.01%
65
+44
NKE icon
296
Nike
NKE
$83.7B
$12.6K 0.01%
197
+100
IHI icon
297
iShares US Medical Devices ETF
IHI
$3.46B
$12.2K 0.01%
197
+141
IGV icon
298
iShares Expanded Tech-Software Sector ETF
IGV
$9.29B
$12.2K 0.01%
115
SPG icon
299
Simon Property Group
SPG
$62.7B
$12K 0.01%
65
+27
BK icon
300
Bank of New York Mellon
BK
$79.2B
$11.8K 0.01%
102
10 11
12
13 14