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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
SPTM icon
301
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$9.41K 0.01%
119
-120
GD icon
302
General Dynamics
GD
$92.2B
$9.27K 0.01%
27
-22
IGV icon
303
iShares Expanded Tech-Software Sector ETF
IGV
$15.6B
$9.22K 0.01%
115
LLY icon
304
Eli Lilly
LLY
$1.02T
$9.2K 0.01%
10
-73
SMCI icon
305
Super Micro Computer
SMCI
$26.5B
$9.11K 0.01%
400
-143
DHR icon
306
Danaher
DHR
$130B
$9.1K 0.01%
48
-46
SRE icon
307
Sempra
SRE
$58.2B
$9.04K 0.01%
93
-35
FTSL icon
308
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$9.01K 0.01%
201
HWM icon
309
Howmet Aerospace
HWM
$98.6B
$8.99K 0.01%
39
+20
KMI icon
310
Kinder Morgan
KMI
$69.6B
$8.99K 0.01%
268
+121
SHY icon
311
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$8.95K 0.01%
108
UNM icon
312
Unum
UNM
$13.9B
$8.84K 0.01%
+121
APD icon
313
Air Products & Chemicals
APD
$61.6B
$8.71K 0.01%
30
-12
CMI icon
314
Cummins
CMI
$92.8B
$8.61K 0.01%
16
+11
FCX icon
315
Freeport-McMoran
FCX
$91.9B
$8.58K 0.01%
146
-104
IYC icon
316
iShares US Consumer Discretionary ETF
IYC
$1.16B
$8.54K 0.01%
88
AME icon
317
Ametek
AME
$51.8B
$8.36K 0.01%
39
-1
SPHQ icon
318
Invesco S&P 500 Quality ETF
SPHQ
$18.9B
$8.35K 0.01%
111
ARTY
319
iShares Future AI & Tech ETF
ARTY
$3.73B
$8.33K 0.01%
179
WRB icon
320
W.R. Berkley
WRB
$24.8B
$8.29K 0.01%
125
+92
WST icon
321
West Pharmaceutical
WST
$22.6B
$8.27K 0.01%
33
+31
GM icon
322
General Motors
GM
$75.5B
$8.27K 0.01%
111
-61
BRO icon
323
Brown & Brown
BRO
$19.7B
$8.15K 0.01%
+125
USB icon
324
US Bancorp
USB
$85.9B
$8.11K 0.01%
156
-390
DLR icon
325
Digital Realty Trust
DLR
$64B
$8.11K 0.01%
45
-9
11 12
13
14 15