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
PCT icon
376
PureCycle Technologies
PCT
$1.9B
$3.9K ﹤0.01%
285
ALSN icon
377
Allison Transmission
ALSN
$6.82B
$3.9K ﹤0.01%
+41
MAA icon
378
Mid-America Apartment Communities
MAA
$15.2B
$3.85K ﹤0.01%
+26
WELL icon
379
Welltower
WELL
$131B
$3.84K ﹤0.01%
+25
CBRE icon
380
CBRE Group
CBRE
$45.4B
$3.78K ﹤0.01%
+27
LHX icon
381
L3Harris
LHX
$54.4B
$3.76K ﹤0.01%
+15
TRNO icon
382
Terreno Realty
TRNO
$6.27B
$3.76K ﹤0.01%
+67
WEC icon
383
WEC Energy
WEC
$36.7B
$3.75K ﹤0.01%
+36
CDW icon
384
CDW
CDW
$18.5B
$3.75K ﹤0.01%
+21
BIV icon
385
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$3.7K ﹤0.01%
48
IHE icon
386
iShares US Pharmaceuticals ETF
IHE
$614M
$3.67K ﹤0.01%
56
FIS icon
387
Fidelity National Information Services
FIS
$33.5B
$3.66K ﹤0.01%
+45
FE icon
388
FirstEnergy
FE
$26.5B
$3.54K ﹤0.01%
+88
MTD icon
389
Mettler-Toledo International
MTD
$29.6B
$3.52K ﹤0.01%
+3
IHI icon
390
iShares US Medical Devices ETF
IHI
$4.3B
$3.48K ﹤0.01%
56
+1
TEAM icon
391
Atlassian
TEAM
$41.5B
$3.45K ﹤0.01%
+17
WHR icon
392
Whirlpool
WHR
$3.8B
$3.45K ﹤0.01%
+34
DGRW icon
393
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$3.43K ﹤0.01%
41
DELL icon
394
Dell
DELL
$98.3B
$3.43K ﹤0.01%
+28
NDSN icon
395
Nordson
NDSN
$13.1B
$3.43K ﹤0.01%
+16
SGOV icon
396
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$3.39K ﹤0.01%
34
+1
ALLY icon
397
Ally Financial
ALLY
$12.1B
$3.35K ﹤0.01%
+86
KEY icon
398
KeyCorp
KEY
$19.8B
$3.35K ﹤0.01%
+192
SLB icon
399
SLB Ltd
SLB
$54.8B
$3.31K ﹤0.01%
+98
UDR icon
400
UDR
UDR
$11.4B
$3.31K ﹤0.01%
+81