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
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.73M
3
+$2.07M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.76M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.66M

Top Sells

1
+$1.1M
2
+$1M
3
+$699K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$476K
5
AZO icon
AutoZone
AZO
+$376K

Sector Composition

1 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$175 0.08%
40
252
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6
253
$172 0.08%
238
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254
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433
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255
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476
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256
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4,658
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257
$170 0.08%
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-11
258
$167 0.08%
33
259
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319
260
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+118
261
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46
262
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103
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263
$165 0.08%
4,117
+485
264
$165 0.08%
527
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265
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2,299
266
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3
267
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85
268
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725
269
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436
270
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2,652
+1,333
271
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359
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272
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16
273
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16,366
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274
$155 0.08%
35,636
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275
$154 0.07%
52
9 10
11
12 13