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
151
$39.6K 0.04%
+1,036
152
$39.2K 0.04%
+1,151
153
$37.8K 0.04%
+18,264
154
$35.7K 0.03%
+1,364
155
$33.7K 0.03%
+1,503
156
$33.5K 0.03%
+1,673
157
$31.6K 0.03%
+848
158
$31.1K 0.03%
+311
159
$29.2K 0.03%
+855
160
$28.3K 0.03%
+1,167
161
$28.1K 0.03%
+2,916
162
$27.2K 0.03%
+709
163
$26.1K 0.02%
+132
164
$25.6K 0.02%
+244
165
$25.2K 0.02%
+200
166
$25.2K 0.02%
+174
167
$25.2K 0.02%
+672
168
$25.2K 0.02%
+332
169
$24.5K 0.02%
+613
170
$22.7K 0.02%
+601
171
$22.4K 0.02%
+352
172
$22.4K 0.02%
+517
173
$22K 0.02%
+588
174
$20.9K 0.02%
+81
175
$20.9K 0.02%
+1,179
5 6
7
8 9