IWM
IMG Wealth Management Portfolio holdings
AUM $111M
AUM
$111M
AUM Growth
+$3.24M (+3%)
Cap. Flow
+$7.86M
Cap. Flow % of AUM
7.06%
Top 10 Holdings %Top 10 Hldgs %
54.47%
Holding
302
New
44
Increased
53
Reduced
44
Closed
10
Top Buys
| 1 | $1.4M | |
| 2 | $1.3M | |
| 3 | $782K | |
| 4 | $558K | |
| 5 | $462K |
Top Sells
| 1 | $187K | |
| 2 | $140K | |
| 3 | $64.6K | |
| 4 | $51.8K | |
| 5 | $32.1K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $16.3K | 0.01% | 239 | – | – | |||
| $14.7K | 0.01% | 29 | – | – | |||
| $14.5K | 0.01% | 412 | – | – | |||
| $14.5K | 0.01% | 268 | New | +$14.5K | |||
| $14.4K | 0.01% | 261 | New | +$14.4K | |||
| $14.2K | 0.01% | 152 | – | – | |||
| $14.2K | 0.01% | 569 | – | – | |||
| $14.1K | 0.01% | 134 | New | +$14.1K | |||
| $12.8K | 0.01% | 322 | – | – | |||
| $12.8K | 0.01% | 91 | New | +$12.8K | |||
| $12.7K | 0.01% | 215 | New | +$12.7K | |||
| $11.8K | 0.01% | 69 | – | – | |||
| $11.1K | 0.01% | 41 | New | +$11.1K | |||
| $11K | 0.01% | 264 | – | – | |||
| $10.4K | 0.01% | 452 | New | +$10.4K | |||
| $10.4K | 0.01% | 52 | New | +$10.4K | |||
| $10.3K | 0.01% | 115 | – | – | |||
| $9.6K | 0.01% | 66 +1 | +2% | +$145 | |||
| $9.34K | 0.01% | 33 | – | – | |||
| $9.18K | 0.01% | 201 | – | – | |||
| $8.79K | 0.01% | 97 | New | +$8.79K | |||
| $8.64K | 0.01% | 104 | – | – | |||
| $8.55K | 0.01% | 33 | New | +$8.55K | |||
| $8.13K | 0.01% | 22 | New | +$8.13K | |||
| $7.81K | 0.01% | 84 +1 | +1% | +$93 |
