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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
$157M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$749K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$609K

Top Sells

1
+$1.34M
2
+$1.27M
3
+$344K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
AAPL icon
Apple
AAPL
+$315K

Sector Composition

1 Technology 2.59%
2 Financials 1.21%
3 Consumer Discretionary 1.07%
4 Healthcare 0.99%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNP icon
476
CenterPoint Energy
CNP
$27.4B
$1.04K ﹤0.01%
+24
HUBB icon
477
Hubbell
HUBB
$25.6B
$981 ﹤0.01%
2
+1
PFF icon
478
iShares Preferred and Income Securities ETF
PFF
$13.5B
$975 ﹤0.01%
32
IEX icon
479
IDEX
IEX
$16.2B
$948 ﹤0.01%
5
+2
NOW icon
480
ServiceNow
NOW
$118B
$941 ﹤0.01%
9
-331
BABA icon
481
Alibaba
BABA
$289B
$878 ﹤0.01%
7
AVY icon
482
Avery Dennison
AVY
$11.7B
$863 ﹤0.01%
5
+1
VRT icon
483
Vertiv
VRT
$116B
$752 ﹤0.01%
+3
KVUE icon
484
Kenvue
KVUE
$33.8B
$741 ﹤0.01%
43
-943
EIX icon
485
Edison International
EIX
$27.5B
$732 ﹤0.01%
10
-127
EL icon
486
Estee Lauder
EL
$30.6B
$718 ﹤0.01%
10
-57
AWK icon
487
American Water Works
AWK
$24B
$680 ﹤0.01%
5
+1
IP icon
488
International Paper
IP
$17.4B
$678 ﹤0.01%
19
-39
EXE
489
Expand Energy Corp
EXE
$21.8B
$659 ﹤0.01%
6
-14
RINF icon
490
ProShares Inflation Expectations ETF
RINF
$18.3M
$629 ﹤0.01%
20
HAL icon
491
Halliburton
HAL
$33.7B
$585 ﹤0.01%
+15
F icon
492
Ford
F
$60B
$565 ﹤0.01%
49
-561
HBAN icon
493
Huntington Bancshares
HBAN
$33.5B
$563 ﹤0.01%
36
-129
COIN icon
494
Coinbase
COIN
$42.7B
$524 ﹤0.01%
3
-36
APTV icon
495
Aptiv
APTV
$14.8B
$486 ﹤0.01%
7
VLTO icon
496
Veralto
VLTO
$20.9B
$442 ﹤0.01%
+5
KDP icon
497
Keurig Dr Pepper
KDP
$42B
$395 ﹤0.01%
15
-440
CGUS icon
498
Capital Group Core Equity ETF
CGUS
$10.6B
$346 ﹤0.01%
9
VTI icon
499
Vanguard Total Stock Market ETF
VTI
$648B
$321 ﹤0.01%
1
FDN icon
500
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.19B
$234 ﹤0.01%
1
18 19
20
21 22