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
376
$4K ﹤0.01%
64
377
$3.97K ﹤0.01%
28
378
$3.92K ﹤0.01%
5
379
$3.82K ﹤0.01%
2
380
$3.8K ﹤0.01%
67
381
$3.79K ﹤0.01%
396
382
$3.75K ﹤0.01%
285
383
$3.73K ﹤0.01%
48
384
$3.69K ﹤0.01%
+17
385
$3.68K ﹤0.01%
3
386
$3.65K ﹤0.01%
41
387
$3.64K ﹤0.01%
54
+12
388
$3.63K ﹤0.01%
16
389
$3.6K ﹤0.01%
63
-24
390
$3.59K ﹤0.01%
+55
391
$3.59K ﹤0.01%
192
392
$3.56K ﹤0.01%
19
393
$3.49K ﹤0.01%
31
394
$3.48K ﹤0.01%
41
395
$3.45K ﹤0.01%
41
+15
396
$3.43K ﹤0.01%
17
397
$3.43K ﹤0.01%
34
398
$3.41K ﹤0.01%
34
-41
399
$3.37K ﹤0.01%
86
400
$3.37K ﹤0.01%
98
14 15
16
17 18