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
376
$83 0.04%
240
+200
377
$83 0.04%
+486
378
$83 0.04%
2,729
+706
379
$83 0.04%
116
380
$82 0.04%
12,871
-7,881
381
$82 0.04%
203
-20
382
$82 0.04%
736
+570
383
$82 0.04%
34
384
$81 0.04%
1,213
+101
385
$81 0.04%
4,455
+714
386
$81 0.04%
+100
387
$80 0.04%
1,265
+13
388
$80 0.04%
+504
389
$80 0.04%
1,400
390
$80 0.04%
35
391
$80 0.04%
28
392
$79 0.04%
800
+500
393
$79 0.04%
35
394
$79 0.04%
11
395
$78 0.04%
533
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396
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105
397
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+220
398
$77 0.04%
19,308
+183
399
$76 0.04%
+2,450
400
$76 0.04%
401
+1
14 15
16
17 18