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
76
$172K 0.16%
+3,859
77
$159K 0.15%
+6,996
78
$158K 0.15%
+2,544
79
$152K 0.14%
+391
80
$151K 0.14%
+2,501
81
$149K 0.14%
+566
82
$149K 0.14%
+894
83
$149K 0.14%
+471
84
$147K 0.14%
+1,365
85
$145K 0.13%
+490
86
$144K 0.13%
+1,341
87
$138K 0.13%
+3,456
88
$137K 0.13%
+1,514
89
$136K 0.13%
+454
90
$136K 0.13%
+3,073
91
$133K 0.12%
+3,890
92
$129K 0.12%
+205
93
$120K 0.11%
+2,894
94
$113K 0.1%
+193
95
$112K 0.1%
+399
96
$109K 0.1%
+538
97
$108K 0.1%
+4,500
98
$106K 0.1%
+2,897
99
$106K 0.1%
+3,037
100
$105K 0.1%
+1,138
2 3
4
5 6