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
$148M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.16M
3
+$1.03M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$912K
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$876K

Top Sells

1
+$529K
2
+$207K
3
+$144K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$137K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$133K

Sector Composition

1 Technology 3.43%
2 Financials 1.5%
3 Consumer Discretionary 1.2%
4 Healthcare 1.02%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$93.7K 0.06%
1,901
+50
127
$92.7K 0.06%
281
128
$92.4K 0.06%
185
-5
129
$87.4K 0.06%
575
130
$86.1K 0.06%
939
+14
131
$85.4K 0.06%
242
132
$80.2K 0.05%
264
133
$78.8K 0.05%
940
134
$72.9K 0.05%
261
135
$72.7K 0.05%
1,501
136
$69.1K 0.05%
1,365
-10,472
137
$67.7K 0.05%
1,295
138
$66.7K 0.05%
975
139
$65.4K 0.04%
189
140
$65.4K 0.04%
1,290
141
$63.6K 0.04%
615
142
$62.8K 0.04%
225
143
$62.5K 0.04%
1,574
144
$62K 0.04%
1,294
+100
145
$61.3K 0.04%
2,656
+86
146
$59.3K 0.04%
2,293
+40
147
$59.2K 0.04%
1,310
148
$56.1K 0.04%
672
149
$54.6K 0.04%
2,109
150
$53.1K 0.04%
723
4 5
6
7 8