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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
GIS icon
426
General Mills
GIS
$17.8B
$2.6K ﹤0.01%
70
+26
HOOD icon
427
Robinhood
HOOD
$76.8B
$2.5K ﹤0.01%
36
+4
BKR icon
428
Baker Hughes
BKR
$64.3B
$2.44K ﹤0.01%
40
RSG icon
429
Republic Services
RSG
$63.3B
$2.41K ﹤0.01%
11
JPME icon
430
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$442M
$2.4K ﹤0.01%
21
SWMR
431
Swarmer Inc
SWMR
$622M
$2.36K ﹤0.01%
+50
REGN icon
432
Regeneron Pharmaceuticals
REGN
$64.1B
$2.32K ﹤0.01%
3
-7
STT icon
433
State Street
STT
$45B
$2.28K ﹤0.01%
18
+12
PEG icon
434
Public Service Enterprise Group
PEG
$38.9B
$2.27K ﹤0.01%
28
+19
ZTS icon
435
Zoetis
ZTS
$32.8B
$2.25K ﹤0.01%
19
-18
CFG icon
436
Citizens Financial Group
CFG
$27.2B
$2.22K ﹤0.01%
37
+23
UAL icon
437
United Airlines
UAL
$34.3B
$2.21K ﹤0.01%
24
-6
IEI icon
438
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$2.2K ﹤0.01%
19
+1
O icon
439
Realty Income
O
$56B
$2.14K ﹤0.01%
35
-15
PAYX icon
440
Paychex
PAYX
$35.7B
$2.12K ﹤0.01%
23
+3
REG icon
441
Regency Centers
REG
$14.2B
$2.12K ﹤0.01%
28
+7
DON icon
442
WisdomTree US MidCap Dividend Fund
DON
$3.88B
$2.09K ﹤0.01%
40
DOC icon
443
Healthpeak Properties
DOC
$13.6B
$2.05K ﹤0.01%
125
+6
CEG icon
444
Constellation Energy
CEG
$90.5B
$1.96K ﹤0.01%
7
-29
MET icon
445
MetLife
MET
$54.5B
$1.91K ﹤0.01%
27
-57
BC icon
446
Brunswick
BC
$5.26B
$1.89K ﹤0.01%
26
ACGL icon
447
Arch Capital
ACGL
$31.5B
$1.82K ﹤0.01%
+19
FDX icon
448
FedEx
FDX
$79.2B
$1.78K ﹤0.01%
5
-7
DOW icon
449
Dow Inc
DOW
$24.5B
$1.75K ﹤0.01%
42
-13
MMM icon
450
3M
MMM
$81.2B
$1.74K ﹤0.01%
+12
16 17
18
19 20