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
451
$1.96K ﹤0.01%
+12
452
$1.96K ﹤0.01%
7
453
$1.95K ﹤0.01%
+24
454
$1.93K ﹤0.01%
10
455
$1.93K ﹤0.01%
1,150
456
$1.82K ﹤0.01%
138
457
$1.81K ﹤0.01%
+34
458
$1.72K ﹤0.01%
20
+13
459
$1.72K ﹤0.01%
+5
460
$1.72K ﹤0.01%
15
461
$1.66K ﹤0.01%
+14
462
$1.66K ﹤0.01%
+12
463
$1.64K ﹤0.01%
26
464
$1.64K ﹤0.01%
+8
465
$1.62K ﹤0.01%
+5
466
$1.61K ﹤0.01%
+7
467
$1.58K ﹤0.01%
+10
468
$1.58K ﹤0.01%
+28
469
$1.57K ﹤0.01%
+16
470
$1.56K ﹤0.01%
60
471
$1.55K ﹤0.01%
+5
472
$1.55K ﹤0.01%
32
+1
473
$1.54K ﹤0.01%
84
474
$1.54K ﹤0.01%
+5
475
$1.53K ﹤0.01%
+21
17 18
19
20 21