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
401
$514K 0.04%
4,736
+1,635
402
$509K 0.04%
9,921
-15
403
$508K 0.04%
8,696
+1,335
404
$504K 0.04%
31,949
+17,999
405
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5,897
+365
406
$501K 0.04%
18,041
-4,709
407
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7,349
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408
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5,739
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409
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+1,290
410
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4,893
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411
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412
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11,796
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413
$491K 0.04%
58,004
+4,512
414
$491K 0.04%
6,532
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415
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416
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417
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419
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420
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3,542
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421
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672
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422
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9,033
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423
$473K 0.04%
21,748
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424
$472K 0.04%
3,547
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425
$470K 0.04%
8,565
+9
15 16
17
18 19