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
$129M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.43%
2 Financials 1.61%
3 Consumer Discretionary 1.16%
4 Consumer Staples 1.06%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IMO icon
176
Imperial Oil
IMO
$45.8B
$28.1K 0.02%
+353
SPDW icon
177
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$27.9K 0.02%
689
FUMB icon
178
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$27.8K 0.02%
1,381
VTEB icon
179
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$27.1K 0.02%
552
MRK icon
180
Merck
MRK
$219B
$27K 0.02%
342
-1,559
BUFT icon
181
FT Vest Buffered Allocation Defensive ETF
BUFT
$129M
$26.9K 0.02%
1,141
PNC icon
182
PNC Financial Services
PNC
$73.2B
$26.8K 0.02%
+144
SPTL icon
183
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
$26.7K 0.02%
1,006
FHLC icon
184
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$26.4K 0.02%
+413
GAPR icon
185
FT Vest US Equity Moderate Buffer ETF April
GAPR
$252M
$25.7K 0.02%
672
ABT icon
186
Abbott
ABT
$220B
$25.7K 0.02%
189
+167
LRCX icon
187
Lam Research
LRCX
$191B
$25.7K 0.02%
+264
IRM icon
188
Iron Mountain
IRM
$31.1B
$25K 0.02%
244
USB icon
189
US Bancorp
USB
$75.1B
$24.7K 0.02%
+546
AMT icon
190
American Tower
AMT
$89.1B
$24.3K 0.02%
+110
TMF icon
191
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.02B
$24.1K 0.02%
613
SPEM icon
192
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$24K 0.02%
561
FMAR icon
193
FT Vest US Equity Buffer ETF March
FMAR
$898M
$23.2K 0.02%
517
WSO icon
194
Watsco Inc
WSO
$14.7B
$23K 0.02%
52
+23
GMAR icon
195
FT Vest US Equity Moderate Buffer ETF March
GMAR
$416M
$22.9K 0.02%
588
SAP icon
196
SAP
SAP
$314B
$22.8K 0.02%
+75
GEV icon
197
GE Vernova
GEV
$161B
$22.8K 0.02%
43
+30
ISRG icon
198
Intuitive Surgical
ISRG
$194B
$22.3K 0.02%
+41
GILD icon
199
Gilead Sciences
GILD
$150B
$21.4K 0.02%
+193
GSK icon
200
GSK
GSK
$91.5B
$21.1K 0.02%
+549