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
$129M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$975K
3
+$658K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$600K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$512K

Top Sells

1
+$3.36M
2
+$348K
3
+$234K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$213K
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$190K

Sector Composition

1 Technology 3.43%
2 Financials 1.61%
3 Consumer Discretionary 1.16%
4 Consumer Staples 1.06%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.29K 0.01%
+102
277
$9.29K 0.01%
239
278
$9.22K 0.01%
201
279
$9.13K 0.01%
+44
280
$8.9K 0.01%
66
281
$8.87K 0.01%
203
282
$8.78K 0.01%
+89
283
$8.74K 0.01%
88
284
$8.73K 0.01%
105
+1
285
$8.61K 0.01%
+104
286
$8.39K 0.01%
+8
287
$8.38K 0.01%
+30
288
$8.17K 0.01%
+28
289
$8.15K 0.01%
+42
290
$8.11K 0.01%
+90
291
$8.07K 0.01%
+160
292
$8.02K 0.01%
+26
293
$8.01K 0.01%
+18
294
$8.01K 0.01%
+15
295
$7.91K 0.01%
111
296
$7.8K 0.01%
+103
297
$7.73K 0.01%
+32
298
$7.71K 0.01%
22
-234
299
$7.59K 0.01%
+33
300
$7.57K 0.01%
+18
10 11
12
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