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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
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$749K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$609K

Top Sells

1
+$1.34M
2
+$1.27M
3
+$344K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
AAPL icon
Apple
AAPL
+$315K

Sector Composition

1 Technology 2.59%
2 Financials 1.21%
3 Consumer Discretionary 1.07%
4 Healthcare 0.99%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFL icon
276
Aflac
AFL
$58.7B
$12.1K 0.01%
110
+52
MDXG icon
277
MiMedx Group
MDXG
$551M
$11.5K 0.01%
2,916
ELV icon
278
Elevance Health
ELV
$90.8B
$11.4K 0.01%
39
+31
IBKR icon
279
Interactive Brokers
IBKR
$38.9B
$11.1K 0.01%
+165
KKR icon
280
KKR & Co
KKR
$83.7B
$10.8K 0.01%
117
+114
GEHC icon
281
GE HealthCare
GEHC
$29.4B
$10.8K 0.01%
152
+137
PH icon
282
Parker-Hannifin
PH
$111B
$10.7K 0.01%
12
+3
BNY
283
Bank of New York Mellon
BNY
$97.3B
$10.7K 0.01%
90
-12
MVST icon
284
Microvast
MVST
$410M
$10.6K 0.01%
7,055
WSO icon
285
Watsco Inc
WSO
$15.3B
$10.6K 0.01%
29
-23
XLE icon
286
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$10.5K 0.01%
171
+1
ROBT icon
287
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$738M
$10.4K 0.01%
225
GILD icon
288
Gilead Sciences
GILD
$159B
$10.3K 0.01%
74
-151
CBOE icon
289
Cboe Global Markets
CBOE
$29.3B
$10.1K 0.01%
+36
USAR
290
USA Rare Earth Inc
USAR
$5.43B
$10K 0.01%
663
+500
AMT icon
291
American Tower
AMT
$88.1B
$10K 0.01%
58
-81
EA icon
292
Electronic Arts
EA
$51B
$9.99K 0.01%
49
+23
BP icon
293
BP
BP
$113B
$9.96K 0.01%
212
TMUS icon
294
T-Mobile US
TMUS
$193B
$9.87K 0.01%
47
+6
XLV icon
295
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$9.81K 0.01%
67
JCI icon
296
Johnson Controls International
JCI
$87.9B
$9.69K 0.01%
74
-65
EEM icon
297
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$9.6K 0.01%
169
+38
APO icon
298
Apollo Global Management
APO
$73.5B
$9.58K 0.01%
86
+63
GLD icon
299
SPDR Gold Trust
GLD
$143B
$9.47K 0.01%
+22
XYZ
300
Block Inc
XYZ
$41.6B
$9.45K 0.01%
157
+36
10 11
12
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