IWM

IMG Wealth Management Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.88M
3
+$6.56M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$6.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.66%
2 Communication Services 1.3%
3 Financials 1.2%
4 Healthcare 1.08%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.27%
+9,450
52
$291K 0.27%
+6,684
53
$283K 0.26%
+2,104
54
$278K 0.26%
+1,460
55
$276K 0.26%
+1,119
56
$271K 0.25%
+1,235
57
$263K 0.24%
+6,755
58
$256K 0.24%
+1,236
59
$250K 0.23%
+281
60
$242K 0.22%
+5,940
61
$234K 0.22%
+255
62
$225K 0.21%
+3,204
63
$225K 0.21%
+8,956
64
$224K 0.21%
+7,008
65
$221K 0.2%
+5,471
66
$218K 0.2%
+992
67
$217K 0.2%
+6,101
68
$205K 0.19%
+1,333
69
$200K 0.19%
+2,010
70
$196K 0.18%
+8,206
71
$194K 0.18%
+10,647
72
$188K 0.17%
+1,560
73
$181K 0.17%
+7,294
74
$177K 0.16%
+349
75
$173K 0.16%
+478
1 2
3
4 5