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
401
$3.35K ﹤0.01%
21
402
$3.34K ﹤0.01%
56
403
$3.27K ﹤0.01%
154
404
$3.22K ﹤0.01%
15
405
$3.12K ﹤0.01%
51
406
$3.04K ﹤0.01%
16
407
$3.02K ﹤0.01%
17
+6
408
$3.02K ﹤0.01%
81
409
$2.99K ﹤0.01%
16
410
$2.97K ﹤0.01%
45
411
$2.95K ﹤0.01%
31
412
$2.94K ﹤0.01%
39
413
$2.9K ﹤0.01%
3
414
$2.85K ﹤0.01%
165
415
$2.84K ﹤0.01%
+200
416
$2.84K ﹤0.01%
5
417
$2.83K ﹤0.01%
12
418
$2.8K ﹤0.01%
56
419
$2.8K ﹤0.01%
+63
420
$2.71K ﹤0.01%
17
421
$2.7K ﹤0.01%
51
-39
422
$2.67K ﹤0.01%
34
423
$2.64K ﹤0.01%
34
424
$2.64K ﹤0.01%
39
425
$2.62K ﹤0.01%
219
15 16
17
18 19