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
151
$43.6K 0.04%
1,036
152
$43.3K 0.04%
438
-141
153
$43K 0.04%
+463
154
$42.4K 0.04%
19,000
155
$40.8K 0.04%
1,795
+122
156
$40.7K 0.04%
1,715
+548
157
$40.5K 0.04%
4,344
158
$39.7K 0.04%
1,157
159
$38.8K 0.03%
1,151
160
$38.4K 0.03%
832
-206
161
$38.4K 0.03%
605
162
$38.3K 0.03%
462
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163
$38K 0.03%
808
164
$36K 0.03%
1,051
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165
$35.5K 0.03%
+728
166
$35.4K 0.03%
869
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167
$34.7K 0.03%
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168
$34.5K 0.03%
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169
$31.6K 0.03%
848
170
$31.5K 0.03%
315
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171
$29.5K 0.03%
+315
172
$29.2K 0.03%
332
173
$29.1K 0.03%
174
174
$27.8K 0.02%
+1,381
175
$27.4K 0.02%
1,006
-358
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7
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