IWM

IMG Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.43%
2 Financials 1.61%
3 Consumer Discretionary 1.16%
4 Consumer Staples 1.06%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPMD icon
351
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.1B
$4.73K ﹤0.01%
87
+24
REGN icon
352
Regeneron Pharmaceuticals
REGN
$79.4B
$4.72K ﹤0.01%
+9
TEL icon
353
TE Connectivity
TEL
$67.9B
$4.72K ﹤0.01%
+28
AON icon
354
Aon
AON
$72.2B
$4.64K ﹤0.01%
+13
PFG icon
355
Principal Financial Group
PFG
$20.2B
$4.61K ﹤0.01%
+58
GM icon
356
General Motors
GM
$75.7B
$4.53K ﹤0.01%
+92
DOX icon
357
Amdocs
DOX
$8.98B
$4.47K ﹤0.01%
+49
EEM icon
358
iShares MSCI Emerging Markets ETF
EEM
$24.1B
$4.47K ﹤0.01%
93
+1
CME icon
359
CME Group
CME
$101B
$4.41K ﹤0.01%
+16
PPL icon
360
PPL Corp
PPL
$27.1B
$4.41K ﹤0.01%
+130
ICE icon
361
Intercontinental Exchange
ICE
$99.4B
$4.4K ﹤0.01%
+24
ROBT icon
362
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$712M
$4.35K ﹤0.01%
90
MDLZ icon
363
Mondelez International
MDLZ
$74.3B
$4.32K ﹤0.01%
+64
ACHR icon
364
Archer Aviation
ACHR
$6.61B
$4.3K ﹤0.01%
+396
AEM icon
365
Agnico Eagle Mines
AEM
$107B
$4.28K ﹤0.01%
36
-955
UUP icon
366
Invesco DB US Dollar Index Bullish Fund
UUP
$206M
$4.27K ﹤0.01%
159
VTI icon
367
Vanguard Total Stock Market ETF
VTI
$580B
$4.25K ﹤0.01%
+14
HIG icon
368
Hartford Financial Services
HIG
$36.2B
$4.19K ﹤0.01%
+33
IBB icon
369
iShares Biotechnology ETF
IBB
$8.82B
$4.11K ﹤0.01%
33
IYR icon
370
iShares US Real Estate ETF
IYR
$4.23B
$4.09K ﹤0.01%
43
XLU icon
371
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$4.07K ﹤0.01%
100
+2
ADSK icon
372
Autodesk
ADSK
$57.2B
$4.02K ﹤0.01%
+13
OXLC
373
Oxford Lane Capital
OXLC
$1.42B
$4.01K ﹤0.01%
191
MKL icon
374
Markel Group
MKL
$25.8B
$4K ﹤0.01%
+2
EQIX icon
375
Equinix
EQIX
$77.8B
$3.98K ﹤0.01%
+5