IWM
IMG Wealth Management Portfolio holdings
AUM
$129M
1 Year Est. Return
–
AUM
$111M
AUM Growth
+$3.24M
(+3%)
Holding
302
Top Buys
| 1 | +$1.4M | |
| 2 | +$1.3M | |
| 3 | +$782K | |
| 4 |
ZFEB
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
|
+$558K |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$462K |
Top Sells
| 1 | +$1.98M | |
| 2 | +$187K | |
| 3 | +$140K | |
| 4 |
Trade Desk
TTD
|
+$97K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$64.6K |
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Financials | 1.15% |
| 3 | Communication Services | 1.14% |
| 4 | Healthcare | 1.09% |
| 5 | Consumer Staples | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Real Estate ETF
VNQ
$34.6B
| – | – |
-30
|
|
||
302
Technology Select Sector SPDR Fund
XLK
$96.5B
| – | – |
-8
|
|