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
WSM icon
501
Williams-Sonoma
WSM
$22.5B
$2.32K ﹤0.01%
+13
WRB icon
502
W.R. Berkley
WRB
$25.6B
$2.31K ﹤0.01%
+33
IP icon
503
International Paper
IP
$20.3B
$2.29K ﹤0.01%
+58
JPME icon
504
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$400M
$2.28K ﹤0.01%
21
PAYX icon
505
Paychex
PAYX
$35.3B
$2.24K ﹤0.01%
+20
WDC icon
506
Western Digital
WDC
$88.8B
$2.24K ﹤0.01%
+13
ROP icon
507
Roper Technologies
ROP
$37.4B
$2.23K ﹤0.01%
5
MRVL icon
508
Marvell Technology
MRVL
$80.9B
$2.21K ﹤0.01%
26
-15
EXE
509
Expand Energy Corp
EXE
$25.9B
$2.21K ﹤0.01%
+20
IEI icon
510
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$2.2K ﹤0.01%
18
CDNS icon
511
Cadence Design Systems
CDNS
$82.2B
$2.19K ﹤0.01%
7
-9
NXPI icon
512
NXP Semiconductors
NXPI
$51.9B
$2.17K ﹤0.01%
10
BGR icon
513
BlackRock Energy and Resources Trust
BGR
$404M
$2.17K ﹤0.01%
+160
GIS icon
514
General Mills
GIS
$23.2B
$2.05K ﹤0.01%
44
DON icon
515
WisdomTree US MidCap Dividend Fund
DON
$3.78B
$2.04K ﹤0.01%
40
+1
MCHP icon
516
Microchip Technology
MCHP
$35.2B
$2.04K ﹤0.01%
+32
NSC icon
517
Norfolk Southern
NSC
$67.9B
$2.02K ﹤0.01%
7
+3
KMB icon
518
Kimberly-Clark
KMB
$34.1B
$2.02K ﹤0.01%
+20
LDOS icon
519
Leidos
LDOS
$22.7B
$1.98K ﹤0.01%
+11
NVO icon
520
Novo Nordisk
NVO
$177B
$1.98K ﹤0.01%
39
AES icon
521
AES
AES
$10.1B
$1.98K ﹤0.01%
138
USAR
522
USA Rare Earth Inc
USAR
$4.08B
$1.94K ﹤0.01%
+163
BC icon
523
Brunswick
BC
$4.69B
$1.93K ﹤0.01%
26
DOC icon
524
Healthpeak Properties
DOC
$12.1B
$1.91K ﹤0.01%
+119
HST icon
525
Host Hotels & Resorts
HST
$13.2B
$1.9K ﹤0.01%
+107