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
301
$7.71K 0.01%
237
302
$7.63K 0.01%
26
303
$7.59K 0.01%
170
+2
304
$7.58K 0.01%
127
305
$7.58K 0.01%
160
306
$7.52K 0.01%
40
307
$7.48K 0.01%
141
308
$7.37K 0.01%
15
309
$7.31K ﹤0.01%
169
+1
310
$7.31K ﹤0.01%
212
311
$7.29K ﹤0.01%
28
312
$7.26K ﹤0.01%
112
313
$7.22K ﹤0.01%
56
314
$7.16K ﹤0.01%
75
315
$7.13K ﹤0.01%
106
316
$7.13K ﹤0.01%
129
317
$7.13K ﹤0.01%
38
318
$7.05K ﹤0.01%
18
319
$6.96K ﹤0.01%
85
320
$6.95K ﹤0.01%
45
321
$6.83K ﹤0.01%
74
322
$6.8K ﹤0.01%
67
323
$6.76K ﹤0.01%
97
324
$6.73K ﹤0.01%
+75
325
$6.67K ﹤0.01%
7
11 12
13
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