IWM

IMG Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Sells

1 +$4.69M
2 +$4.48M
3 +$3.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.08M
5
SLV icon
iShares Silver Trust
SLV
+$1.66M

Sector Composition

1 Technology 3.75%
2 Financials 1.68%
3 Consumer Discretionary 1.26%
4 Healthcare 1.17%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
476
Elevance Health
ELV
$62B
$2.8K ﹤0.01%
8
CSX icon
477
CSX Corp
CSX
$75.5B
$2.79K ﹤0.01%
+77
KHC icon
478
Kraft Heinz
KHC
$28.9B
$2.79K ﹤0.01%
115
+55
VTRS icon
479
Viatris
VTRS
$16.4B
$2.78K ﹤0.01%
223
EQR icon
480
Equity Residential
EQR
$23.5B
$2.77K ﹤0.01%
+44
VLO icon
481
Valero Energy
VLO
$64.6B
$2.77K ﹤0.01%
+17
AMLP icon
482
Alerian MLP ETF
AMLP
$11.9B
$2.76K ﹤0.01%
+59
ADM icon
483
Archer Daniels Midland
ADM
$32.7B
$2.76K ﹤0.01%
48
-19
TEAM icon
484
Atlassian
TEAM
$21.6B
$2.76K ﹤0.01%
17
DOV icon
485
Dover
DOV
$28.5B
$2.73K ﹤0.01%
14
DGRO icon
486
iShares Core Dividend Growth ETF
DGRO
$37.7B
$2.71K ﹤0.01%
39
FANG icon
487
Diamondback Energy
FANG
$51.6B
$2.71K ﹤0.01%
+18
KR icon
488
Kroger
KR
$46.4B
$2.62K ﹤0.01%
42
-12
CMI icon
489
Cummins
CMI
$76B
$2.55K ﹤0.01%
+5
ALB icon
490
Albemarle
ALB
$20B
$2.55K ﹤0.01%
+18
DG icon
491
Dollar General
DG
$32B
$2.52K ﹤0.01%
19
ITW icon
492
Illinois Tool Works
ITW
$79.7B
$2.46K ﹤0.01%
+10
WHR icon
493
Whirlpool
WHR
$3.78B
$2.45K ﹤0.01%
34
PCT icon
494
PureCycle Technologies
PCT
$1.06B
$2.45K ﹤0.01%
285
FIDU icon
495
Fidelity MSCI Industrials Index ETF
FIDU
$1.93B
$2.39K ﹤0.01%
29
VICI icon
496
VICI Properties
VICI
$31.5B
$2.39K ﹤0.01%
+85
BHP icon
497
BHP
BHP
$185B
$2.35K ﹤0.01%
39
ROK icon
498
Rockwell Automation
ROK
$42.2B
$2.33K ﹤0.01%
6
+2
JBHT icon
499
JB Hunt Transport Services
JBHT
$20.6B
$2.33K ﹤0.01%
+12
RSG icon
500
Republic Services
RSG
$71.1B
$2.33K ﹤0.01%
+11