IWM

IMG Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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

Top Buys

1
+$3.56M
2
+$975K
3
+$658K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$600K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$512K

Top Sells

1
+$3.36M
2
+$348K
3
+$234K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$213K
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$190K

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
351
$4.73K ﹤0.01%
87
+24
352
$4.72K ﹤0.01%
+9
353
$4.72K ﹤0.01%
+28
354
$4.64K ﹤0.01%
+13
355
$4.61K ﹤0.01%
+58
356
$4.53K ﹤0.01%
+92
357
$4.47K ﹤0.01%
+49
358
$4.47K ﹤0.01%
93
+1
359
$4.41K ﹤0.01%
+16
360
$4.41K ﹤0.01%
+130
361
$4.4K ﹤0.01%
+24
362
$4.35K ﹤0.01%
90
363
$4.32K ﹤0.01%
+64
364
$4.3K ﹤0.01%
+396
365
$4.28K ﹤0.01%
36
-955
366
$4.27K ﹤0.01%
159
367
$4.25K ﹤0.01%
+14
368
$4.19K ﹤0.01%
+33
369
$4.11K ﹤0.01%
33
370
$4.09K ﹤0.01%
43
371
$4.07K ﹤0.01%
100
+2
372
$4.02K ﹤0.01%
+13
373
$4.01K ﹤0.01%
191
374
$4K ﹤0.01%
+2
375
$3.98K ﹤0.01%
+5
13 14
15
16 17