IWM

IMG Wealth Management Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.88M
3
+$6.56M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$6.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.66%
2 Communication Services 1.3%
3 Financials 1.2%
4 Healthcare 1.08%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.44K 0.01%
+111
202
$7.1K 0.01%
+83
203
$6.88K 0.01%
+168
204
$6.62K 0.01%
+72
205
$6.27K 0.01%
+212
206
$6.09K 0.01%
+112
207
$5.87K 0.01%
+45
208
$4.84K ﹤0.01%
+955
209
$4.67K ﹤0.01%
+159
210
$4.29K ﹤0.01%
+32
211
$4.05K ﹤0.01%
+90
212
$3.98K ﹤0.01%
+43
213
$3.84K ﹤0.01%
+92
214
$3.74K ﹤0.01%
+1,150
215
$3.72K ﹤0.01%
+49
216
$3.65K ﹤0.01%
+116
217
$3.64K ﹤0.01%
+55
218
$3.44K ﹤0.01%
+63
219
$3.42K ﹤0.01%
+10
220
$3.32K ﹤0.01%
+33
221
$3.24K ﹤0.01%
+55
222
$3.09K ﹤0.01%
+80
223
$2.92K ﹤0.01%
+285
224
$2.88K ﹤0.01%
+37
225
$2.73K ﹤0.01%
+56
7 8
9
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