IWM

IMG Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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

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
AXTA icon
476
Axalta
AXTA
$6.83B
$1.52K ﹤0.01%
+53
AGCO icon
477
AGCO
AGCO
$7.97B
$1.5K ﹤0.01%
+14
CBOE icon
478
Cboe Global Markets
CBOE
$26B
$1.47K ﹤0.01%
+6
SGI
479
Somnigroup International
SGI
$18.9B
$1.43K ﹤0.01%
17
DKNG icon
480
DraftKings
DKNG
$17B
$1.42K ﹤0.01%
+38
ROK icon
481
Rockwell Automation
ROK
$44B
$1.4K ﹤0.01%
+4
SNA icon
482
Snap-on
SNA
$18B
$1.39K ﹤0.01%
+4
KD icon
483
Kyndryl
KD
$6.16B
$1.38K ﹤0.01%
+46
ELAN icon
484
Elanco Animal Health
ELAN
$11B
$1.35K ﹤0.01%
+67
EOG icon
485
EOG Resources
EOG
$55.7B
$1.34K ﹤0.01%
12
OGE icon
486
OGE Energy
OGE
$8.92B
$1.34K ﹤0.01%
+29
ADT icon
487
ADT
ADT
$6.67B
$1.33K ﹤0.01%
+153
DRI icon
488
Darden Restaurants
DRI
$22.4B
$1.33K ﹤0.01%
+7
HUBB icon
489
Hubbell
HUBB
$23.1B
$1.29K ﹤0.01%
+3
EXPE icon
490
Expedia Group
EXPE
$35B
$1.28K ﹤0.01%
+6
NU icon
491
Nu Holdings
NU
$78.8B
$1.28K ﹤0.01%
+80
EXR icon
492
Extra Space Storage
EXR
$27.8B
$1.27K ﹤0.01%
9
BIIB icon
493
Biogen
BIIB
$24.9B
$1.26K ﹤0.01%
9
DOW icon
494
Dow Inc
DOW
$16.4B
$1.26K ﹤0.01%
55
BABA icon
495
Alibaba
BABA
$352B
$1.25K ﹤0.01%
7
PWR icon
496
Quanta Services
PWR
$62.8B
$1.24K ﹤0.01%
+3
ED icon
497
Consolidated Edison
ED
$36.1B
$1.21K ﹤0.01%
+12
AGNC icon
498
AGNC Investment
AGNC
$11.3B
$1.2K ﹤0.01%
+123
RRC icon
499
Range Resources
RRC
$8.14B
$1.2K ﹤0.01%
+32
NSC icon
500
Norfolk Southern
NSC
$65.5B
$1.2K ﹤0.01%
4