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
176
$20.6K 0.02%
+928
177
$19.4K 0.02%
+463
178
$18.7K 0.02%
+508
179
$17.9K 0.02%
+480
180
$17.1K 0.02%
+239
181
$16.8K 0.02%
+551
182
$16.6K 0.02%
+1,575
183
$14.9K 0.01%
+630
184
$14.8K 0.01%
+412
185
$14.8K 0.01%
+322
186
$14.3K 0.01%
+569
187
$13.9K 0.01%
+950
188
$13.9K 0.01%
+323
189
$13.8K 0.01%
+152
190
$13.7K 0.01%
+29
191
$12.2K 0.01%
+69
192
$11.5K 0.01%
+115
193
$11.5K 0.01%
+154
194
$11.3K 0.01%
+264
195
$9.29K 0.01%
+201
196
$9.01K 0.01%
+65
197
$8.91K 0.01%
+92
198
$8.5K 0.01%
+104
199
$8.41K 0.01%
+87
200
$7.91K 0.01%
+33