IWM

IMG Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
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

Top Buys

1
+$3.56M
2
+$975K
3
+$658K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$600K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$512K

Top Sells

1
+$3.36M
2
+$348K
3
+$234K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$213K
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$190K

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
176
$28.1K 0.02%
+353
177
$27.9K 0.02%
689
178
$27.8K 0.02%
1,381
179
$27.1K 0.02%
552
180
$27K 0.02%
342
-1,559
181
$26.9K 0.02%
1,141
182
$26.8K 0.02%
+144
183
$26.7K 0.02%
1,006
184
$26.4K 0.02%
+413
185
$25.7K 0.02%
672
186
$25.7K 0.02%
189
+167
187
$25.7K 0.02%
+264
188
$25K 0.02%
244
189
$24.7K 0.02%
+546
190
$24.3K 0.02%
+110
191
$24.1K 0.02%
613
192
$24K 0.02%
561
193
$23.2K 0.02%
517
194
$23K 0.02%
52
+23
195
$22.9K 0.02%
588
196
$22.8K 0.02%
+75
197
$22.8K 0.02%
43
+30
198
$22.3K 0.02%
+41
199
$21.4K 0.02%
+193
200
$21.1K 0.02%
+549
6 7
8
9 10