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
351
$5.15K ﹤0.01%
24
352
$5.06K ﹤0.01%
9
353
$5.03K ﹤0.01%
99
354
$5.01K ﹤0.01%
29
355
$4.83K ﹤0.01%
130
356
$4.81K ﹤0.01%
58
357
$4.75K ﹤0.01%
34
+8
358
$4.7K ﹤0.01%
33
359
$4.64K ﹤0.01%
13
360
$4.62K ﹤0.01%
45
+23
361
$4.58K ﹤0.01%
15
362
$4.45K ﹤0.01%
25
363
$4.42K ﹤0.01%
22
364
$4.37K ﹤0.01%
100
365
$4.37K ﹤0.01%
159
366
$4.32K ﹤0.01%
16
367
$4.25K ﹤0.01%
27
368
$4.22K ﹤0.01%
43
369
$4.13K ﹤0.01%
13
370
$4.08K ﹤0.01%
56
371
$4.05K ﹤0.01%
12
-10
372
$4.04K ﹤0.01%
24
373
$4.03K ﹤0.01%
88
374
$4.02K ﹤0.01%
49
375
$4K ﹤0.01%
67
+19
13 14
15
16 17