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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
$157M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$749K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$609K

Top Sells

1
+$1.34M
2
+$1.27M
3
+$344K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
AAPL icon
Apple
AAPL
+$315K

Sector Composition

1 Technology 2.59%
2 Financials 1.21%
3 Consumer Discretionary 1.07%
4 Healthcare 0.99%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
176
Amphenol
APH
$176B
$48.1K 0.03%
381
+165
ADI icon
177
Analog Devices
ADI
$201B
$48K 0.03%
151
+60
GNOV icon
178
FT Vest US Equity Moderate Buffer ETF November
GNOV
$303M
$45.1K 0.03%
1,157
SLYG icon
179
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.73B
$44.6K 0.03%
462
TSM icon
180
TSMC
TSM
$2.23T
$44.6K 0.03%
132
-93
DX
181
Dynex Capital
DX
$2.76B
$43.5K 0.03%
3,410
+1,222
ANET icon
182
Arista Networks
ANET
$199B
$43.5K 0.03%
354
+213
GLW icon
183
Corning
GLW
$162B
$43.4K 0.03%
+319
PALC icon
184
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$219M
$43.2K 0.03%
834
TJX icon
185
TJX Companies
TJX
$178B
$42.3K 0.03%
265
+91
SPSM icon
186
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.7B
$42K 0.03%
869
STX icon
187
Seagate
STX
$200B
$40K 0.03%
102
+34
XSLV icon
188
Invesco S&P SmallCap Low Volatility ETF
XSLV
$236M
$39.3K 0.03%
832
MRK icon
189
Merck
MRK
$296B
$38.4K 0.02%
320
-42
KTOS icon
190
Kratos Defense & Security Solutions
KTOS
$10.9B
$37.2K 0.02%
527
+427
MCHP icon
191
Microchip Technology
MCHP
$50.1B
$37K 0.02%
572
+540
XNOV icon
192
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$22.6M
$36.8K 0.02%
983
-168
SPAB icon
193
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.66B
$34.8K 0.02%
1,359
DAPR icon
194
FT Vest US Equity Deep Buffer ETF April
DAPR
$304M
$33.7K 0.02%
848
WDC icon
195
Western Digital
WDC
$182B
$33.5K 0.02%
124
+111
GBIL icon
196
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$32.8K 0.02%
327
+3
BMY icon
197
Bristol-Myers Squibb
BMY
$115B
$32.4K 0.02%
534
+94
SCHC icon
198
Schwab International Small-Cap Equity ETF
SCHC
$5.37B
$31.6K 0.02%
675
SPDW icon
199
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.9B
$31.5K 0.02%
689
EFA icon
200
iShares MSCI EAFE ETF
EFA
$76.2B
$31.4K 0.02%
323
+75
6 7
8
9 10