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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
DE icon
351
Deere & Co
DE
$155B
$6.2K ﹤0.01%
11
-22
ECL icon
352
Ecolab
ECL
$72.4B
$6.12K ﹤0.01%
23
+6
EMR icon
353
Emerson Electric
EMR
$77.9B
$6.03K ﹤0.01%
46
-58
MTB icon
354
M&T Bank
MTB
$32.6B
$6K ﹤0.01%
29
-13
KEY icon
355
KeyCorp
KEY
$23.6B
$5.97K ﹤0.01%
298
+106
AEP icon
356
American Electric Power
AEP
$69B
$5.9K ﹤0.01%
45
-28
MRSH
357
Marsh
MRSH
$78.3B
$5.9K ﹤0.01%
34
-40
SO icon
358
Southern Company
SO
$103B
$5.89K ﹤0.01%
61
-361
ETR icon
359
Entergy
ETR
$49.5B
$5.84K ﹤0.01%
52
-163
BDX icon
360
Becton Dickinson
BDX
$41.3B
$5.82K ﹤0.01%
37
-3
ABT icon
361
Abbott
ABT
$158B
$5.81K ﹤0.01%
57
-251
BLK icon
362
Blackrock
BLK
$154B
$5.77K ﹤0.01%
6
-10
FLY
363
Firefly Aerospace
FLY
$5.94B
$5.69K ﹤0.01%
+200
RONB
364
Baron First Principles ETF
RONB
$1.69B
$5.67K ﹤0.01%
+248
KR icon
365
Kroger
KR
$38.8B
$5.57K ﹤0.01%
77
+35
WELL icon
366
Welltower
WELL
$141B
$5.54K ﹤0.01%
28
-4
IBB icon
367
iShares Biotechnology ETF
IBB
$7.72B
$5.5K ﹤0.01%
33
RF icon
368
Regions Financial
RF
$24.4B
$5.46K ﹤0.01%
209
-132
CCI icon
369
Crown Castle
CCI
$40.1B
$5.45K ﹤0.01%
67
-96
NUE icon
370
Nucor
NUE
$57.7B
$5.41K ﹤0.01%
+32
NKE icon
371
Nike
NKE
$64B
$5.39K ﹤0.01%
102
-95
WAT icon
372
Waters Corp
WAT
$35.7B
$5.36K ﹤0.01%
+18
NI icon
373
NiSource
NI
$22B
$5.27K ﹤0.01%
113
+30
CVS icon
374
CVS Health
CVS
$124B
$5.24K ﹤0.01%
73
+34
CMS icon
375
CMS Energy
CMS
$21.9B
$5.12K ﹤0.01%
66
+24
13 14
15
16 17