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
276
$154 0.07%
591
+200
277
$154 0.07%
1,368
+110
278
$154 0.07%
2,383
+947
279
$153 0.07%
+250
280
$152 0.07%
15,377
+3,923
281
$149 0.07%
4,877
+901
282
$148 0.07%
3,344
+1,351
283
$146 0.07%
758
+220
284
$143 0.07%
39
285
$142 0.07%
571
-953
286
$141 0.07%
713
287
$140 0.07%
+469
288
$136 0.07%
96
-114
289
$135 0.07%
+600
290
$135 0.07%
6,946
+2,199
291
$134 0.06%
150
292
$134 0.06%
2,030
293
$133 0.06%
+15,696
294
$131 0.06%
11,173
-1,814
295
$131 0.06%
642
+202
296
$130 0.06%
17
297
$130 0.06%
117
298
$128 0.06%
+849
299
$126 0.06%
2,387
+2,000
300
$126 0.06%
456
+302
10 11
12
13 14