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

Top Buys

1
+$1.85M
2
+$1.16M
3
+$1.03M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$912K
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$876K

Top Sells

1
+$529K
2
+$207K
3
+$144K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$137K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$133K

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
201
$21.2K 0.01%
110
202
$20.4K 0.01%
2,916
203
$20K 0.01%
162
204
$20K 0.01%
75
205
$19.8K 0.01%
400
+197
206
$19.4K 0.01%
1,435
+73
207
$19.3K 0.01%
239
208
$19.2K 0.01%
480
209
$18.4K 0.01%
197
+7
210
$18.3K 0.01%
41
211
$18.3K 0.01%
17
212
$18K 0.01%
574
213
$17.9K 0.01%
107
214
$17.2K 0.01%
46
215
$16.8K 0.01%
87
216
$16.6K 0.01%
123
217
$16.4K 0.01%
176
218
$16.2K 0.01%
25
+3
219
$16.2K 0.01%
203
220
$16.2K 0.01%
75
221
$16.1K 0.01%
165
222
$16.1K 0.01%
68
223
$16K 0.01%
412
224
$15.7K 0.01%
163
225
$15.7K 0.01%
32
+1
7 8
9
10 11