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
151
$51.7K 0.04%
1,103
-2,501
152
$51.1K 0.03%
211
+3
153
$49.7K 0.03%
1,143
154
$44K 0.03%
1,157
155
$43.6K 0.03%
462
156
$43.3K 0.03%
1,036
157
$42.1K 0.03%
1,151
158
$41.2K 0.03%
265
159
$40.3K 0.03%
869
-23
160
$39.3K 0.03%
10,205
161
$38.8K 0.03%
409
162
$38.6K 0.03%
179
163
$38.5K 0.03%
832
164
$38.3K 0.03%
1,420
-276
165
$36.1K 0.02%
639
166
$35.4K 0.02%
264
167
$35.2K 0.02%
307
168
$35.1K 0.02%
1,359
169
$34.3K 0.02%
45
170
$34.1K 0.02%
775
171
$33.4K 0.02%
111
172
$32.8K 0.02%
848
173
$32.2K 0.02%
321
+3
174
$32K 0.02%
353
175
$31.9K 0.02%
56
5 6
7
8 9