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
476
$1.52K ﹤0.01%
+53
477
$1.5K ﹤0.01%
+14
478
$1.47K ﹤0.01%
+6
479
$1.43K ﹤0.01%
17
480
$1.42K ﹤0.01%
+38
481
$1.4K ﹤0.01%
+4
482
$1.39K ﹤0.01%
+4
483
$1.38K ﹤0.01%
+46
484
$1.35K ﹤0.01%
+67
485
$1.34K ﹤0.01%
12
486
$1.34K ﹤0.01%
+29
487
$1.33K ﹤0.01%
+153
488
$1.33K ﹤0.01%
+7
489
$1.29K ﹤0.01%
+3
490
$1.28K ﹤0.01%
+6
491
$1.28K ﹤0.01%
+80
492
$1.27K ﹤0.01%
9
493
$1.26K ﹤0.01%
9
494
$1.26K ﹤0.01%
55
495
$1.25K ﹤0.01%
7
496
$1.24K ﹤0.01%
+3
497
$1.21K ﹤0.01%
+12
498
$1.2K ﹤0.01%
+123
499
$1.2K ﹤0.01%
+32
500
$1.2K ﹤0.01%
4
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