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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
$157M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$749K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$609K

Top Sells

1
+$1.34M
2
+$1.27M
3
+$344K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
AAPL icon
Apple
AAPL
+$315K

Sector Composition

1 Technology 2.59%
2 Financials 1.21%
3 Consumer Discretionary 1.07%
4 Healthcare 0.99%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
101
Schwab US Dividend Equity ETF
SCHD
$95B
$199K 0.13%
+6,491
COP icon
102
ConocoPhillips
COP
$143B
$197K 0.13%
1,495
-68
DUK icon
103
Duke Energy
DUK
$96.8B
$189K 0.12%
1,440
-199
PLTR icon
104
Palantir
PLTR
$325B
$186K 0.12%
1,271
-284
PNOV icon
105
Innovator US Equity Power Buffer ETF November
PNOV
$912M
$178K 0.11%
4,366
RTX icon
106
RTX Corp
RTX
$244B
$177K 0.11%
918
+668
TSLA icon
107
Tesla
TSLA
$1.47T
$176K 0.11%
474
-276
QCOM icon
108
Qualcomm
QCOM
$228B
$172K 0.11%
1,333
-784
V icon
109
Visa
V
$615B
$162K 0.1%
536
-249
USMV icon
110
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$161K 0.1%
1,737
-1,737
ICF icon
111
iShares Select U.S. REIT ETF
ICF
$2.08B
$155K 0.1%
2,501
MTUM icon
112
iShares MSCI USA Momentum Factor ETF
MTUM
$25.7B
$152K 0.1%
635
AXP icon
113
American Express
AXP
$212B
$152K 0.1%
502
-39
XYLD icon
114
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
$151K 0.1%
3,865
+939
IBIT icon
115
iShares Bitcoin Trust
IBIT
$46.6B
$148K 0.09%
3,840
BUFY
116
FT Vest Laddered International Moderate Buffer ETF
BUFY
$116M
$143K 0.09%
6,410
HNDL icon
117
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$637M
$142K 0.09%
6,501
+212
MARM icon
118
FT Vest US Equity Max Buffer ETF March
MARM
$107M
$140K 0.09%
4,187
-231
HD icon
119
Home Depot
HD
$310B
$139K 0.09%
422
-58
BMAR icon
120
Innovator US Equity Buffer ETF March
BMAR
$242M
$135K 0.09%
2,576
+52
WM icon
121
Waste Management
WM
$88.5B
$135K 0.09%
586
+15
MUNI icon
122
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$131K 0.08%
2,511
+1,216
STZ icon
123
Constellation Brands
STZ
$24.3B
$129K 0.08%
858
-2
FTHI icon
124
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.25B
$128K 0.08%
5,594
+763
FMB icon
125
First Trust Managed Municipal ETF
FMB
$2.04B
$128K 0.08%
2,531
+1,241
3 4
5
6 7