IWM

IMG Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$1.98M
2 +$187K
3 +$140K
4
TTD icon
Trade Desk
TTD
+$97K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$64.6K

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 Change
in Stake
Capital Flow
201
$16.3K 0.01%
239
202
$14.7K 0.01%
29
203
$14.5K 0.01%
412
204
$14.5K 0.01%
+268
205
$14.4K 0.01%
+261
206
$14.2K 0.01%
152
207
$14.2K 0.01%
569
208
$14.1K 0.01%
+134
209
$12.8K 0.01%
322
210
$12.8K 0.01%
+91
211
$12.7K 0.01%
+215
212
$11.8K 0.01%
69
213
$11.1K 0.01%
+41
214
$11K 0.01%
264
215
$10.4K 0.01%
+452
216
$10.4K 0.01%
+52
217
$10.3K 0.01%
115
218
$9.6K 0.01%
66
+1
219
$9.34K 0.01%
33
220
$9.18K 0.01%
201
221
$8.79K 0.01%
+97
222
$8.63K 0.01%
104
223
$8.55K 0.01%
+33
224
$8.13K 0.01%
+22
225
$7.81K 0.01%
168
+2