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
101
$104K 0.1%
+4,893
102
$103K 0.1%
+4,958
103
$98.3K 0.09%
+4,600
104
$97.8K 0.09%
+220
105
$97K 0.09%
+825
106
$94.6K 0.09%
+856
107
$91.6K 0.08%
+1,211
108
$90.9K 0.08%
+2,068
109
$89.1K 0.08%
+30,928
110
$88.6K 0.08%
+1,755
111
$85.3K 0.08%
+509
112
$82.6K 0.08%
+170
113
$79.7K 0.07%
+934
114
$79.3K 0.07%
+169
115
$77.8K 0.07%
+2,261
116
$77.5K 0.07%
+991
117
$77.1K 0.07%
+575
118
$77.1K 0.07%
+3,146
119
$76K 0.07%
+755
120
$75.6K 0.07%
+2,850
121
$74.9K 0.07%
+3,129
122
$73.4K 0.07%
+483
123
$72.8K 0.07%
+1,928
124
$70.7K 0.07%
+244
125
$69.9K 0.06%
+3,317