IWM

IMG Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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

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
DGRO icon
426
iShares Core Dividend Growth ETF
DGRO
$35.3B
$2.47K ﹤0.01%
39
+1
ASML icon
427
ASML
ASML
$395B
$2.4K ﹤0.01%
3
F icon
428
Ford
F
$52.6B
$2.38K ﹤0.01%
+219
GIS icon
429
General Mills
GIS
$25B
$2.28K ﹤0.01%
44
-308
ODFL icon
430
Old Dominion Freight Line
ODFL
$29.3B
$2.27K ﹤0.01%
+14
FIDU icon
431
Fidelity MSCI Industrials Index ETF
FIDU
$1.53B
$2.25K ﹤0.01%
+29
O icon
432
Realty Income
O
$52.3B
$2.25K ﹤0.01%
+39
NXPI icon
433
NXP Semiconductors
NXPI
$51.5B
$2.19K ﹤0.01%
+10
JPME icon
434
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$388M
$2.18K ﹤0.01%
21
DG icon
435
Dollar General
DG
$21.8B
$2.17K ﹤0.01%
19
-313
CDNS icon
436
Cadence Design Systems
CDNS
$88.5B
$2.16K ﹤0.01%
+7
IEI icon
437
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$2.15K ﹤0.01%
18
TROW icon
438
T. Rowe Price
TROW
$22.4B
$2.12K ﹤0.01%
+22
XYZ
439
Block Inc
XYZ
$39.8B
$2.11K ﹤0.01%
31
+25
AVB icon
440
AvalonBay Communities
AVB
$25.1B
$2.04K ﹤0.01%
+10
VRSN icon
441
VeriSign
VRSN
$22.4B
$2.02K ﹤0.01%
+7
MRVL icon
442
Marvell Technology
MRVL
$78.4B
$2.01K ﹤0.01%
+26
VTRS icon
443
Viatris
VTRS
$11.7B
$1.99K ﹤0.01%
+223
DON icon
444
WisdomTree US MidCap Dividend Fund
DON
$3.68B
$1.96K ﹤0.01%
39
VWO icon
445
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$1.93K ﹤0.01%
+39
RIOT icon
446
Riot Platforms
RIOT
$6.32B
$1.91K ﹤0.01%
169
BHP icon
447
BHP
BHP
$140B
$1.88K ﹤0.01%
39
WBA
448
DELISTED
Walgreens Boots Alliance
WBA
$1.86K ﹤0.01%
+162
WY icon
449
Weyerhaeuser
WY
$16.6B
$1.75K ﹤0.01%
+68
CAG icon
450
Conagra Brands
CAG
$8.2B
$1.72K ﹤0.01%
+84