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
$148M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.43%
2 Financials 1.5%
3 Consumer Discretionary 1.2%
4 Healthcare 1.02%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$30.1K 0.02%
412
177
$29.5K 0.02%
689
178
$28.9K 0.02%
144
179
$28.8K 0.02%
402
180
$28.7K 0.02%
342
181
$28.3K 0.02%
95
-304
182
$27.8K 0.02%
1,381
183
$27.6K 0.02%
552
184
$27.6K 0.02%
413
185
$27.6K 0.02%
1,141
186
$27.1K 0.02%
1,006
187
$26.4K 0.02%
43
188
$26.4K 0.02%
546
189
$26.4K 0.02%
672
190
$26.3K 0.02%
561
191
$25.4K 0.02%
189
192
$24.9K 0.02%
244
193
$24.6K 0.02%
613
194
$24K 0.02%
517
195
$23.7K 0.02%
549
196
$23.6K 0.02%
588
197
$21.8K 0.01%
54
+2
198
$21.8K 0.01%
94
199
$21.4K 0.01%
193
200
$21.2K 0.01%
131
+30