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
51
$343K 0.23%
7,853
52
$340K 0.23%
6,953
53
$339K 0.23%
3,011
54
$333K 0.23%
2,004
55
$331K 0.22%
3,474
56
$325K 0.22%
6,634
-50
57
$307K 0.21%
5,345
58
$299K 0.2%
1,191
59
$298K 0.2%
4,446
+200
60
$297K 0.2%
6,150
-3,080
61
$282K 0.19%
8,661
-211
62
$281K 0.19%
6,755
63
$280K 0.19%
7,465
-481
64
$277K 0.19%
6,570
-1,355
65
$277K 0.19%
623
+416
66
$274K 0.19%
1,690
67
$269K 0.18%
15,796
+805
68
$263K 0.18%
5,940
69
$261K 0.18%
9,232
70
$260K 0.18%
6,624
+1,123
71
$258K 0.17%
385
+8
72
$258K 0.17%
913
+152
73
$256K 0.17%
277
74
$256K 0.17%
5,366
-32
75
$252K 0.17%
1,384
+48
1 2
3
4 5