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
401
$76 0.04%
365
402
$75 0.04%
29
403
$75 0.04%
9
404
$75 0.04%
56
405
$74 0.04%
+250
406
$74 0.04%
17
407
$74 0.04%
591
+10
408
$74 0.04%
401
+110
409
$74 0.04%
16
410
$73 0.04%
67
+44
411
$73 0.04%
231
412
$73 0.04%
498
413
$73 0.04%
416
414
$73 0.04%
320
415
$72 0.03%
+5,110
416
$72 0.03%
+2,442
417
$72 0.03%
10,192
418
$72 0.03%
14
419
$71 0.03%
2,256
420
$71 0.03%
16,685
-817
421
$71 0.03%
11,460
+515
422
$71 0.03%
212
423
$70 0.03%
+190
424
$70 0.03%
33
425
$70 0.03%
1,000
15 16
17
18 19