IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$695M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.1M
3
+$9.85M
4
ABBV icon
AbbVie
ABBV
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.36M

Top Sells

1
+$9.06M
2
+$8.66M
3
+$8.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.21M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.79M

Sector Composition

1 Healthcare 10.24%
2 Technology 8.2%
3 Communication Services 4.19%
4 Consumer Discretionary 4.15%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$658K 0.09%
46,790
-593
227
$657K 0.09%
10,412
-146
228
$648K 0.09%
53,154
-1,269
229
$648K 0.09%
12,418
+4,274
230
$647K 0.09%
98,323
+2,500
231
$646K 0.09%
18,987
+7,692
232
$645K 0.09%
7,500
+411
233
$640K 0.09%
21,048
-3,390
234
$637K 0.09%
2,928
-99
235
$637K 0.09%
18,318
-1,156
236
$635K 0.09%
3,674
-847
237
$630K 0.09%
12,920
+74
238
$629K 0.09%
8,894
-2,521
239
$627K 0.09%
4,092
+36
240
$625K 0.09%
8,686
+604
241
$625K 0.09%
21,993
-402
242
$619K 0.09%
21,052
-1,210
243
$604K 0.09%
31,635
+489
244
$604K 0.09%
17,699
+738
245
$603K 0.09%
4,341
-470
246
$601K 0.09%
13,476
+1,268
247
$601K 0.09%
19,858
+14,352
248
$600K 0.09%
16,099
+7,914
249
$595K 0.09%
123,095
-47,711
250
$594K 0.09%
29,275
+4,497
8 9
10
11 12