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
326
$6.54K ﹤0.01%
126
327
$6.48K ﹤0.01%
58
328
$6.36K ﹤0.01%
143
329
$6.3K ﹤0.01%
70
330
$6.18K ﹤0.01%
+25
331
$6.15K ﹤0.01%
36
332
$6.15K ﹤0.01%
28
333
$6.07K ﹤0.01%
36
334
$5.9K ﹤0.01%
67
335
$5.87K ﹤0.01%
44
+11
336
$5.7K ﹤0.01%
107
+14
337
$5.68K ﹤0.01%
44
338
$5.62K ﹤0.01%
16
+9
339
$5.61K ﹤0.01%
92
340
$5.49K ﹤0.01%
140
341
$5.49K ﹤0.01%
120
342
$5.49K ﹤0.01%
208
343
$5.48K ﹤0.01%
123
344
$5.41K ﹤0.01%
37
345
$5.41K ﹤0.01%
24
346
$5.41K ﹤0.01%
76
347
$5.27K ﹤0.01%
46
+10
348
$5.27K ﹤0.01%
17
349
$5.22K ﹤0.01%
52
350
$5.2K ﹤0.01%
18
12 13
14
15 16