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
76
$250K 0.17%
3,840
+287
77
$248K 0.17%
6,988
-74
78
$246K 0.17%
4,775
79
$246K 0.17%
9,286
+1,992
80
$241K 0.16%
506
81
$236K 0.16%
8,956
82
$226K 0.15%
663
+29
83
$207K 0.14%
8,206
84
$204K 0.14%
1,977
85
$201K 0.14%
3,038
86
$200K 0.14%
1,617
87
$194K 0.13%
5,020
+4,663
88
$193K 0.13%
454
89
$191K 0.13%
4,540
+179
90
$184K 0.12%
8,943
+426
91
$177K 0.12%
436
92
$176K 0.12%
723
93
$176K 0.12%
2,011
-375
94
$174K 0.12%
1,536
95
$169K 0.11%
509
96
$164K 0.11%
1,672
+68
97
$163K 0.11%
635
-558
98
$156K 0.11%
4,133
99
$154K 0.1%
6,933
+229
100
$154K 0.1%
2,501
2 3
4
5 6