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
301
$749K 0.06%
19,872
-18,948
302
$744K 0.06%
6,755
+35
303
$744K 0.06%
32,754
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304
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14,011
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305
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8,379
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306
$727K 0.06%
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307
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2,376
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308
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310
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12,950
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311
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36,341
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312
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314
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12,673
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316
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18,000
322
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2,735
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325
$670K 0.06%
16,805
+407
11 12
13
14 15