IWM

IMG Wealth Management Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.88M
3
+$6.56M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$6.28M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$585K 0.54%
+2,433
27
$570K 0.53%
+13,222
28
$515K 0.48%
+14,430
29
$512K 0.47%
+1,214
30
$483K 0.45%
+3,342
31
$466K 0.43%
+10,004
32
$424K 0.39%
+2,167
33
$423K 0.39%
+9,869
34
$407K 0.38%
+3,655
35
$405K 0.37%
+12,172
36
$373K 0.34%
+10,300
37
$358K 0.33%
+10,200
38
$358K 0.33%
+14,168
39
$352K 0.33%
+9,968
40
$343K 0.32%
+10,203
41
$332K 0.31%
+579
42
$329K 0.3%
+8,505
43
$325K 0.3%
+9,530
44
$325K 0.3%
+1,354
45
$312K 0.29%
+6,953
46
$312K 0.29%
+7,853
47
$308K 0.29%
+3,474
48
$302K 0.28%
+5,345
49
$298K 0.28%
+1,230
50
$294K 0.27%
+8,503
1
2
3 4 5