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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
$157M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$749K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$609K

Top Sells

1
+$1.34M
2
+$1.27M
3
+$344K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
AAPL icon
Apple
AAPL
+$315K

Sector Composition

1 Technology 2.59%
2 Financials 1.21%
3 Consumer Discretionary 1.07%
4 Healthcare 0.99%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
201
Advanced Micro Devices
AMD
$798B
$31.1K 0.02%
153
-27
ACN icon
202
Accenture
ACN
$108B
$30.7K 0.02%
155
+89
SNPS icon
203
Synopsys
SNPS
$90.8B
$30.1K 0.02%
+76
SNDK
204
Sandisk
SNDK
$246B
$29.2K 0.02%
+46
DFAE icon
205
Dimensional Emerging Core Equity Market ETF
DFAE
$9.29B
$28.9K 0.02%
855
VBK icon
206
Vanguard Small-Cap Growth ETF
VBK
$23.3B
$28.7K 0.02%
95
C icon
207
Citigroup
C
$230B
$27.7K 0.02%
244
+162
GAPR icon
208
FT Vest US Equity Moderate Buffer ETF April
GAPR
$284M
$27.2K 0.02%
672
RCL icon
209
Royal Caribbean
RCL
$74.1B
$27K 0.02%
+98
SOLV icon
210
Solventum
SOLV
$13.6B
$26.9K 0.02%
412
MAR icon
211
Marriott International
MAR
$104B
$26.8K 0.02%
82
+41
IRM icon
212
Iron Mountain
IRM
$37.3B
$26.7K 0.02%
261
+17
SPTL icon
213
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
$26.5K 0.02%
1,006
SPEM icon
214
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$26.3K 0.02%
561
BAPR icon
215
Innovator US Equity Buffer ETF April
BAPR
$399M
$26K 0.02%
531
BUFG icon
216
FT Vest Buffered Allocation Growth ETF
BUFG
$319M
$25.9K 0.02%
963
-196
MUB icon
217
iShares National Muni Bond ETF
MUB
$45.2B
$25.6K 0.02%
241
+107
BKNG icon
218
Booking.com
BKNG
$127B
$25.3K 0.02%
150
+75
FMAR icon
219
FT Vest US Equity Buffer ETF March
FMAR
$1.16B
$25.1K 0.02%
517
PFE icon
220
Pfizer
PFE
$147B
$24.6K 0.02%
877
-2,452
GMAR icon
221
FT Vest US Equity Moderate Buffer ETF March
GMAR
$394M
$24.5K 0.02%
588
PGR icon
222
Progressive
PGR
$117B
$24K 0.02%
121
+59
APP icon
223
Applovin
APP
$191B
$23.9K 0.02%
60
+47
KEYS icon
224
Keysight
KEYS
$56.8B
$23.7K 0.02%
84
+62
CMG icon
225
Chipotle Mexican Grill
CMG
$37.3B
$23.6K 0.02%
737
+537
7 8
9
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