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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.28M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.68M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.87M

Top Sells

1
+$3.52M
2
+$2.85M
3
+$2.54M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.42M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.33M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.79%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$959K 0.08%
6,250
-2
252
$959K 0.08%
28,385
-2,745
253
$955K 0.08%
7,933
-345
254
$949K 0.08%
11,721
+186
255
$942K 0.08%
25,328
+287
256
$941K 0.08%
10,711
+542
257
$938K 0.08%
5,570
-749
258
$897K 0.07%
67,990
+30,715
259
$896K 0.07%
3,450
+1,126
260
$891K 0.07%
9,442
-36
261
$891K 0.07%
6,327
+427
262
$879K 0.07%
2,217
263
$876K 0.07%
10,147
-1,582
264
$871K 0.07%
57,292
265
$868K 0.07%
12,015
-49
266
$848K 0.07%
10,234
+57
267
$846K 0.07%
13,721
+5,167
268
$837K 0.07%
12,699
+3,892
269
$835K 0.07%
16,702
+615
270
$835K 0.07%
16,666
-279
271
$834K 0.07%
13,415
+471
272
$832K 0.07%
+17,079
273
$828K 0.07%
40,904
+54
274
$821K 0.07%
26,726
-1,131
275
$817K 0.07%
42,714
+1,260
9 10
11
12 13