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
$157M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Sells

1 +$4.69M
2 +$4.48M
3 +$3.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.08M
5
SLV icon
iShares Silver Trust
SLV
+$1.66M

Sector Composition

1 Technology 3.75%
2 Financials 1.68%
3 Consumer Discretionary 1.26%
4 Healthcare 1.17%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EL icon
376
Estee Lauder
EL
$33.5B
$7.02K ﹤0.01%
67
XLI icon
377
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$7.01K ﹤0.01%
45
TFC icon
378
Truist Financial
TFC
$58.4B
$6.94K ﹤0.01%
141
+21
MSI icon
379
Motorola Solutions
MSI
$75.9B
$6.9K ﹤0.01%
18
BIL icon
380
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.2B
$6.9K ﹤0.01%
75
+1
VWO icon
381
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$6.88K ﹤0.01%
+128
GFL icon
382
GFL Environmental
GFL
$16.1B
$6.87K ﹤0.01%
160
CARR icon
383
Carrier Global
CARR
$49.1B
$6.71K ﹤0.01%
127
MET icon
384
MetLife
MET
$46.1B
$6.63K ﹤0.01%
+84
ES icon
385
Eversource Energy
ES
$27.7B
$6.6K ﹤0.01%
98
+22
FHI icon
386
Federated Hermes
FHI
$4.2B
$6.56K ﹤0.01%
126
AFL icon
387
Aflac
AFL
$56.9B
$6.4K ﹤0.01%
58
NEM icon
388
Newmont
NEM
$127B
$6.39K ﹤0.01%
+64
TEL icon
389
TE Connectivity
TEL
$60.5B
$6.37K ﹤0.01%
28
FIXD icon
390
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.46B
$6.35K ﹤0.01%
143
PSA icon
391
Public Storage
PSA
$53.8B
$6.23K ﹤0.01%
24
+6
AEM icon
392
Agnico Eagle Mines
AEM
$112B
$6.1K ﹤0.01%
36
PPL icon
393
PPL Corp
PPL
$28.8B
$6.06K ﹤0.01%
173
+43
FITB
394
Fifth Third Bancorp
FITB
$42.4B
$6.04K ﹤0.01%
129
+6
WELL icon
395
Welltower
WELL
$145B
$5.94K ﹤0.01%
32
+7
WTW icon
396
Willis Towers Watson
WTW
$27.9B
$5.92K ﹤0.01%
+18
URI icon
397
United Rentals
URI
$51.7B
$5.67K ﹤0.01%
+7
AON icon
398
Aon
AON
$71.3B
$5.65K ﹤0.01%
16
+3
BX icon
399
Blackstone
BX
$86.7B
$5.55K ﹤0.01%
36
IBB icon
400
iShares Biotechnology ETF
IBB
$8.48B
$5.5K ﹤0.01%
33