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
26
$787K 0.53%
19,388
-16
27
$778K 0.53%
+15,667
28
$723K 0.49%
18,521
29
$713K 0.48%
3,820
+54
30
$645K 0.44%
3,476
31
$617K 0.42%
12,872
-437
32
$606K 0.41%
24,260
33
$587K 0.4%
2,309
-8
34
$523K 0.35%
19,296
35
$519K 0.35%
10,004
36
$517K 0.35%
2,398
37
$516K 0.35%
11,169
-2,896
38
$516K 0.35%
14,410
39
$487K 0.33%
1,543
40
$470K 0.32%
590
41
$450K 0.3%
1,599
42
$423K 0.29%
1,738
43
$420K 0.28%
15,798
+2,818
44
$404K 0.27%
10,300
45
$401K 0.27%
1,229
46
$386K 0.26%
3,220
47
$385K 0.26%
9,968
48
$377K 0.25%
9,824
49
$356K 0.24%
1,623
50
$348K 0.24%
9,708
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