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
276
$9.31K 0.01%
110
277
$9.23K 0.01%
66
278
$9.23K 0.01%
104
279
$9.23K 0.01%
7
280
$9.21K 0.01%
28
+9
281
$9.21K 0.01%
201
282
$9.21K 0.01%
32
283
$9.21K 0.01%
88
284
$9.14K 0.01%
+100
285
$9.1K 0.01%
258
286
$9K 0.01%
33
287
$8.83K 0.01%
106
+1
288
$8.78K 0.01%
224
+24
289
$8.48K 0.01%
103
290
$8.47K 0.01%
30
291
$8.4K 0.01%
148
292
$8.38K 0.01%
34
293
$8.3K 0.01%
42
294
$8.24K 0.01%
17
295
$8.23K 0.01%
18
296
$8.2K 0.01%
179
297
$8.13K 0.01%
111
298
$8.08K 0.01%
44
299
$7.98K 0.01%
89
300
$7.8K 0.01%
33
10 11
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