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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
BUFT icon
326
FT Vest Buffered Allocation Defensive ETF
BUFT
$145M
$8.01K 0.01%
323
-224
HOLX
327
DELISTED
Hologic
HOLX
$8.01K 0.01%
+106
MRGR icon
328
ProShares Merger ETF
MRGR
$15.8M
$7.82K 0.01%
173
MPC icon
329
Marathon Petroleum
MPC
$77.7B
$7.81K 0.01%
32
-70
CTAS icon
330
Cintas
CTAS
$69.5B
$7.61K ﹤0.01%
45
-45
ITW icon
331
Illinois Tool Works
ITW
$72.6B
$7.55K ﹤0.01%
29
+19
DASH icon
332
DoorDash
DASH
$66.4B
$7.51K ﹤0.01%
+50
PNC icon
333
PNC Financial Services
PNC
$91.2B
$7.49K ﹤0.01%
36
-125
XLI icon
334
State Street Industrial Select Sector SPDR ETF
XLI
$30.4B
$7.33K ﹤0.01%
45
AEM icon
335
Agnico Eagle Mines
AEM
$81.1B
$7.31K ﹤0.01%
36
FANG icon
336
Diamondback Energy
FANG
$55.8B
$7.12K ﹤0.01%
36
+18
SPG icon
337
Simon Property Group
SPG
$67.2B
$7.09K ﹤0.01%
38
-27
JBHT icon
338
JB Hunt Transport Services
JBHT
$27.2B
$6.99K ﹤0.01%
33
+21
BIL icon
339
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$6.96K ﹤0.01%
76
+1
D icon
340
Dominion Energy
D
$57.6B
$6.92K ﹤0.01%
112
-18
VLO icon
341
Valero Energy
VLO
$76.7B
$6.92K ﹤0.01%
28
+11
ALL icon
342
Allstate
ALL
$55.4B
$6.84K ﹤0.01%
33
+9
NEM icon
343
Newmont
NEM
$106B
$6.82K ﹤0.01%
63
-1
MS icon
344
Morgan Stanley
MS
$335B
$6.75K ﹤0.01%
41
-65
TT icon
345
Trane Technologies
TT
$101B
$6.67K ﹤0.01%
16
-21
A icon
346
Agilent Technologies
A
$37.5B
$6.61K ﹤0.01%
58
+36
MA icon
347
Mastercard
MA
$429B
$6.5K ﹤0.01%
13
-86
MAGS icon
348
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.75B
$6.49K ﹤0.01%
112
CAH icon
349
Cardinal Health
CAH
$47.9B
$6.34K ﹤0.01%
30
+26
FIXD icon
350
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.29B
$6.24K ﹤0.01%
143
12 13
14
15 16