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
$129M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$975K
3
+$658K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$600K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$512K

Top Sells

1
+$3.36M
2
+$348K
3
+$234K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$213K
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$190K

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
401
$3.27K ﹤0.01%
+19
402
$3.23K ﹤0.01%
37
403
$3.22K ﹤0.01%
+31
404
$3.16K ﹤0.01%
+154
405
$3.12K ﹤0.01%
+10
406
$3.11K ﹤0.01%
+8
407
$3.01K ﹤0.01%
+42
408
$2.94K ﹤0.01%
+15
409
$2.9K ﹤0.01%
39
-895
410
$2.88K ﹤0.01%
+5
411
$2.88K ﹤0.01%
+51
412
$2.83K ﹤0.01%
+5
413
$2.77K ﹤0.01%
56
414
$2.77K ﹤0.01%
+165
415
$2.73K ﹤0.01%
+12
416
$2.71K ﹤0.01%
+17
417
$2.7K ﹤0.01%
+31
418
$2.69K ﹤0.01%
+39
419
$2.69K ﹤0.01%
+39
420
$2.66K ﹤0.01%
+34
421
$2.65K ﹤0.01%
+16
422
$2.61K ﹤0.01%
+11
423
$2.56K ﹤0.01%
+14
424
$2.53K ﹤0.01%
+48
425
$2.52K ﹤0.01%
+16
15 16
17
18 19