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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
DAL icon
401
Delta Air Lines
DAL
$51.4B
$3.92K ﹤0.01%
59
-173
ZBH icon
402
Zimmer Biomet
ZBH
$16.9B
$3.89K ﹤0.01%
43
-14
EFX icon
403
Equifax
EFX
$20B
$3.78K ﹤0.01%
+21
BIV icon
404
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$3.69K ﹤0.01%
48
IFF icon
405
International Flavors & Fragrances
IFF
$18.5B
$3.63K ﹤0.01%
50
+30
PPL icon
406
PPL Corp
PPL
$26.6B
$3.59K ﹤0.01%
94
-79
MO icon
407
Altria Group
MO
$119B
$3.5K ﹤0.01%
53
+43
SGOV icon
408
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$3.49K ﹤0.01%
35
+1
MGNX icon
409
MacroGenics
MGNX
$247M
$3.32K ﹤0.01%
1,150
CTVA icon
410
Corteva
CTVA
$50.7B
$3.27K ﹤0.01%
+39
ALB icon
411
Albemarle
ALB
$17.7B
$3.23K ﹤0.01%
18
FTBI
412
First Trust Balanced Income ETF
FTBI
$20.5M
$3.21K ﹤0.01%
154
MDT icon
413
Medtronic
MDT
$104B
$3.03K ﹤0.01%
35
-106
EXC icon
414
Exelon
EXC
$45.8B
$2.99K ﹤0.01%
61
-167
OXY icon
415
Occidental Petroleum
OXY
$57.2B
$2.99K ﹤0.01%
46
+36
IHI icon
416
iShares US Medical Devices ETF
IHI
$3.04B
$2.97K ﹤0.01%
56
-141
CTSH icon
417
Cognizant
CTSH
$25.1B
$2.94K ﹤0.01%
48
-89
EQIX icon
418
Equinix
EQIX
$105B
$2.94K ﹤0.01%
3
-2
PHM icon
419
Pultegroup
PHM
$22.4B
$2.94K ﹤0.01%
+25
CI icon
420
Cigna
CI
$76.6B
$2.93K ﹤0.01%
11
-29
NSC icon
421
Norfolk Southern
NSC
$69.6B
$2.87K ﹤0.01%
10
+3
BHP icon
422
BHP
BHP
$213B
$2.84K ﹤0.01%
39
SCZ icon
423
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$2.82K ﹤0.01%
36
+27
LII icon
424
Lennox International
LII
$17.9B
$2.79K ﹤0.01%
+6
DGRO icon
425
iShares Core Dividend Growth ETF
DGRO
$40.5B
$2.75K ﹤0.01%
39
15 16
17
18 19