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
326
$105 0.05%
435
+386
327
$105 0.05%
338
328
$105 0.05%
1,382
+1,182
329
$104 0.05%
+21
330
$104 0.05%
91
331
$103 0.05%
1,213
-1,800
332
$103 0.05%
+200
333
$102 0.05%
185
-226
334
$101 0.05%
185
+18
335
– –
0
336
$100 0.05%
715
+280
337
$100 0.05%
4,335
-4,315
338
$100 0.05%
1,969
-154
339
$100 0.05%
2
340
$100 0.05%
607
341
$99 0.05%
1,847
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342
$99 0.05%
+147
343
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+459
344
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612
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345
$97 0.05%
44
346
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463
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347
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163
348
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37
349
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18
350
$95 0.05%
444
12 13
14
15 16