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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
BRK.B icon
126
Berkshire Hathaway Class B
BRK.B
$1.05T
$124K 0.08%
258
-43
DPZ icon
127
Domino's
DPZ
$10.5B
$123K 0.08%
343
CSCO icon
128
Cisco
CSCO
$496B
$121K 0.08%
1,559
+266
UBER icon
129
Uber
UBER
$144B
$121K 0.08%
1,679
+7
PZA icon
130
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.17B
$118K 0.08%
5,152
+2,496
BUFZ icon
131
FT Vest Laddered Moderate Buffer ETF
BUFZ
$967M
$118K 0.08%
4,500
SPY icon
132
State Street SPDR S&P 500 ETF Trust
SPY
$775B
$118K 0.08%
181
IUSV icon
133
iShares Core S&P US Value ETF
IUSV
$26.2B
$116K 0.07%
1,138
IVV icon
134
iShares Core S&P 500 ETF
IVV
$839B
$116K 0.07%
177
-450
LMT icon
135
Lockheed Martin
LMT
$119B
$115K 0.07%
190
-9
XOCT icon
136
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$74.5M
$106K 0.07%
2,841
BKLN icon
137
Invesco Senior Loan ETF
BKLN
$7.14B
$105K 0.07%
5,161
+453
PANW icon
138
Palo Alto Networks
PANW
$217B
$103K 0.07%
643
+91
INTU icon
139
Intuit
INTU
$82.3B
$102K 0.07%
237
+21
VXUS icon
140
Vanguard Total International Stock ETF
VXUS
$150B
$102K 0.07%
+1,326
BAC icon
141
Bank of America
BAC
$383B
$101K 0.06%
2,068
-3,083
MCD icon
142
McDonald's
MCD
$197B
$98.8K 0.06%
318
+15
UNH icon
143
UnitedHealth
UNH
$367B
$94.4K 0.06%
349
-137
KNG icon
144
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.32B
$93.8K 0.06%
1,925
-79
PG icon
145
Procter & Gamble
PG
$338B
$93.3K 0.06%
646
-192
YUM icon
146
Yum! Brands
YUM
$40.7B
$89.4K 0.06%
575
VO icon
147
Vanguard Mid-Cap ETF
VO
$103B
$88.2K 0.06%
1,228
GOCT icon
148
FT Vest US Equity Moderate Buffer ETF October
GOCT
$305M
$85.4K 0.05%
2,212
-825
TRV icon
149
Travelers Companies
TRV
$63.4B
$82.8K 0.05%
284
+8
OKTA icon
150
Okta
OKTA
$20.3B
$72.8K 0.05%
925
4 5
6
7 8