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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
PCG icon
376
PG&E
PCG
$36.3B
$5.08K ﹤0.01%
289
+68
CNC icon
377
Centene
CNC
$32.1B
$5.04K ﹤0.01%
154
-18
PWR icon
378
Quanta Services
PWR
$104B
$4.94K ﹤0.01%
9
+1
IHE icon
379
iShares US Pharmaceuticals ETF
IHE
$921M
$4.92K ﹤0.01%
57
EOG icon
380
EOG Resources
EOG
$74.6B
$4.92K ﹤0.01%
34
+3
ODFL icon
381
Old Dominion Freight Line
ODFL
$51.4B
$4.88K ﹤0.01%
25
-5
EQR icon
382
Equity Residential
EQR
$25.2B
$4.79K ﹤0.01%
81
+37
COR icon
383
Cencora
COR
$53.3B
$4.71K ﹤0.01%
15
-7
HST icon
384
Host Hotels & Resorts
HST
$16.7B
$4.62K ﹤0.01%
241
+134
XLU icon
385
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$4.62K ﹤0.01%
101
+1
UUP icon
386
Invesco DB US Dollar Index Bullish Fund
UUP
$369M
$4.57K ﹤0.01%
164
WBD icon
387
Warner Bros
WBD
$66.4B
$4.53K ﹤0.01%
165
-168
WAB icon
388
Wabtec
WAB
$44.1B
$4.5K ﹤0.01%
+18
MDLZ icon
389
Mondelez International
MDLZ
$79.1B
$4.5K ﹤0.01%
78
-64
SIVR icon
390
abrdn Physical Silver Shares ETF
SIVR
$4.73B
$4.44K ﹤0.01%
62
+18
CSX icon
391
CSX Corp
CSX
$87.5B
$4.43K ﹤0.01%
108
+31
SYY icon
392
Sysco
SYY
$36.6B
$4.35K ﹤0.01%
61
-84
SPMD icon
393
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$4.32K ﹤0.01%
73
CRWD icon
394
CrowdStrike
CRWD
$168B
$4.29K ﹤0.01%
11
-38
NRG icon
395
NRG Energy
NRG
$26.9B
$4.24K ﹤0.01%
29
+25
IYR icon
396
iShares US Real Estate ETF
IYR
$4.76B
$4.16K ﹤0.01%
44
WDAY icon
397
Workday
WDAY
$35.5B
$4.03K ﹤0.01%
31
-20
BX icon
398
Blackstone
BX
$139B
$4.03K ﹤0.01%
35
-1
ASML icon
399
ASML
ASML
$674B
$3.96K ﹤0.01%
3
BALL icon
400
Ball Corp
BALL
$14B
$3.96K ﹤0.01%
67
+58
14 15
16
17 18