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
426
$69 0.03%
86
-35
427
$69 0.03%
393
-1,942
428
$69 0.03%
962
-125
429
$68 0.03%
144
-1
430
$68 0.03%
314
431
$68 0.03%
+1,100
432
$68 0.03%
895
+84
433
$68 0.03%
664
+1
434
$67 0.03%
3,606
435
$67 0.03%
1,750
436
$67 0.03%
868
-640
437
$67 0.03%
425
-25
438
$67 0.03%
1,859
+37
439
$67 0.03%
349
440
$67 0.03%
15,024
-4,231
441
$66 0.03%
885
-463
442
$66 0.03%
3,772
-406
443
$66 0.03%
4,034
+1,500
444
$66 0.03%
171
445
$65 0.03%
+100
446
$65 0.03%
+2,125
447
$65 0.03%
+777
448
$65 0.03%
1,744
+1,072
449
$65 0.03%
58
450
$65 0.03%
8,571
+2,435
16 17
18
19 20