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
301
$124 0.06%
+150
302
$122 0.06%
11
303
$122 0.06%
10,942
+3,467
304
$122 0.06%
+2,500
305
$119 0.06%
116
+20
306
$119 0.06%
+406
307
$118 0.06%
+242
308
$118 0.06%
59
309
$117 0.06%
24
310
$116 0.06%
811
+38
311
$116 0.06%
1
312
$114 0.06%
345
-45
313
$113 0.05%
1,275
+405
314
$113 0.05%
311
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315
$113 0.05%
2,887
-27
316
$112 0.05%
812
317
$112 0.05%
526
+500
318
$112 0.05%
+484
319
$111 0.05%
150
320
$109 0.05%
110
-312
321
$108 0.05%
7,259
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322
$108 0.05%
650
+1
323
$108 0.05%
285
324
$108 0.05%
656
+100
325
$107 0.05%
+70
11 12
13
14 15