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
126
$66.2K 0.06%
+4,246
127
$65.7K 0.06%
+1,519
128
$63.6K 0.06%
+256
129
$63.4K 0.06%
+335
130
$62.3K 0.06%
+1,241
131
$61.3K 0.06%
+2,633
132
$60.6K 0.06%
+1,502
133
$56.1K 0.05%
+579
134
$56.1K 0.05%
+165
135
$55.7K 0.05%
+19,000
136
$55.6K 0.05%
+1,835
137
$55.2K 0.05%
+229
138
$50.6K 0.05%
+723
139
$49K 0.05%
+1,038
140
$48.6K 0.05%
+538
141
$47.2K 0.04%
+1,143
142
$46.5K 0.04%
+786
143
$45.8K 0.04%
+605
144
$45.5K 0.04%
+808
145
$45.3K 0.04%
+1,008
146
$44.2K 0.04%
+1,770
147
$43.9K 0.04%
+4,344
148
$43.1K 0.04%
+195
149
$43.1K 0.04%
+95
150
$40.5K 0.04%
+1,157
4 5
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