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
501
$1.2K ﹤0.01%
+30
502
$1.16K ﹤0.01%
+14
503
$1.15K ﹤0.01%
+27
504
$1.13K ﹤0.01%
+9
505
$1.13K ﹤0.01%
15
506
$1.11K ﹤0.01%
+4
507
$1.09K ﹤0.01%
+4
508
$1.09K ﹤0.01%
+2
509
$1.09K ﹤0.01%
+14
510
$1.09K ﹤0.01%
+8
511
$1.09K ﹤0.01%
+24
512
$1.08K ﹤0.01%
+20
513
$1.07K ﹤0.01%
+6
514
$1.07K ﹤0.01%
+50
515
$1.05K ﹤0.01%
+4
516
$1.04K ﹤0.01%
+30
517
$1.03K ﹤0.01%
29
518
$1.03K ﹤0.01%
31
+1
519
$1.01K ﹤0.01%
+15
520
$998 ﹤0.01%
+11
521
$991 ﹤0.01%
31
522
$943 ﹤0.01%
+5
523
$915 ﹤0.01%
+17
524
$914 ﹤0.01%
+6
525
$869 ﹤0.01%
+9
19 20
21
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