IWM

IMG Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$782K
4
ZFEB
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
+$558K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$462K

Top Sells

1
+$1.98M
2
+$187K
3
+$140K
4
TTD icon
Trade Desk
TTD
+$97K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$64.6K

Sector Composition

1 Technology 2.33%
2 Financials 1.15%
3 Communication Services 1.14%
4 Healthcare 1.09%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71.9K 0.06%
3,475
+158
127
$70.9K 0.06%
2,778
-351
128
$67.3K 0.06%
+1,478
129
$66.8K 0.06%
+1,295
130
$66.3K 0.06%
856
131
$65K 0.06%
+1,290
132
$63.9K 0.06%
1,519
133
$62.8K 0.06%
118
+23
134
$60.9K 0.05%
934
135
$60.6K 0.05%
229
136
$59.2K 0.05%
+2,570
137
$58.8K 0.05%
1,928
138
$57.6K 0.05%
165
139
$55.2K 0.05%
1,397
+934
140
$55.1K 0.05%
1,835
141
$54K 0.05%
723
142
$52.9K 0.05%
1,310
-192
143
$52K 0.05%
336
+1
144
$48.5K 0.04%
786
145
$47.7K 0.04%
+1,888
146
$47.6K 0.04%
2,261
147
$47.3K 0.04%
+277
148
$46.7K 0.04%
1,143
149
$44.6K 0.04%
1,877
-1,269
150
$44.1K 0.04%
256
4 5
6
7 8