IWM
IMG Wealth Management Portfolio holdings
AUM
$129M
This Quarter Return
+1.18%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.18%
Holding
258
New
258
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$10.6M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$6.88M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$6.56M |
| 4 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$6.28M |
| 5 |
Invesco QQQ Trust
QQQ
|
$6.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Communication Services | 1.3% |
| 3 | Financials | 1.2% |
| 4 | Healthcare | 1.08% |
| 5 | Consumer Staples | 0.87% |
