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
176
$27.4K 0.02%
+552
177
$27.1K 0.02%
+460
178
$27K 0.02%
613
179
$25.6K 0.02%
1,141
-362
180
$25.2K 0.02%
672
181
$25.1K 0.02%
689
-166
182
$24.8K 0.02%
124
-71
183
$22.3K 0.02%
601
184
$22.2K 0.02%
2,916
185
$22.1K 0.02%
561
-148
186
$22K 0.02%
200
187
$21.9K 0.02%
132
188
$21.9K 0.02%
588
189
$21.8K 0.02%
517
190
$21.2K 0.02%
18,080
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191
$21K 0.02%
352
192
$21K 0.02%
244
193
$20.7K 0.02%
1,179
194
$20.5K 0.02%
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195
$20.2K 0.02%
835
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196
$17.7K 0.02%
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197
$17.7K 0.02%
480
198
$17.4K 0.02%
1,203
+253
199
$17K 0.02%
170
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200
$16.9K 0.02%
1,575
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