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
426
$2.62K ﹤0.01%
39
427
$2.58K ﹤0.01%
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428
$2.52K ﹤0.01%
10
429
$2.49K ﹤0.01%
5
430
$2.44K ﹤0.01%
+42
431
$2.4K ﹤0.01%
97
+29
432
$2.38K ﹤0.01%
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433
$2.37K ﹤0.01%
39
434
$2.34K ﹤0.01%
14
435
$2.32K ﹤0.01%
+10
436
$2.28K ﹤0.01%
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437
$2.28K ﹤0.01%
10
438
$2.24K ﹤0.01%
31
439
$2.23K ﹤0.01%
+20
440
$2.22K ﹤0.01%
44
441
$2.21K ﹤0.01%
223
442
$2.18K ﹤0.01%
65
443
$2.18K ﹤0.01%
18
444
$2.17K ﹤0.01%
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445
$2.16K ﹤0.01%
39
446
$2.15K ﹤0.01%
+3
447
$2.08K ﹤0.01%
+17
448
$2.05K ﹤0.01%
39
449
$1.97K ﹤0.01%
14
450
$1.96K ﹤0.01%
19
16 17
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