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
426
$2.47K ﹤0.01%
39
+1
427
$2.4K ﹤0.01%
3
428
$2.38K ﹤0.01%
+219
429
$2.28K ﹤0.01%
44
-308
430
$2.27K ﹤0.01%
+14
431
$2.25K ﹤0.01%
+29
432
$2.25K ﹤0.01%
+39
433
$2.19K ﹤0.01%
+10
434
$2.18K ﹤0.01%
21
435
$2.17K ﹤0.01%
19
-313
436
$2.16K ﹤0.01%
+7
437
$2.15K ﹤0.01%
18
438
$2.12K ﹤0.01%
+22
439
$2.11K ﹤0.01%
31
+25
440
$2.04K ﹤0.01%
+10
441
$2.02K ﹤0.01%
+7
442
$2.01K ﹤0.01%
+26
443
$1.99K ﹤0.01%
+223
444
$1.96K ﹤0.01%
39
445
$1.93K ﹤0.01%
+39
446
$1.91K ﹤0.01%
169
447
$1.88K ﹤0.01%
39
448
$1.86K ﹤0.01%
+162
449
$1.75K ﹤0.01%
+68
450
$1.72K ﹤0.01%
+84
16 17
18
19 20