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
426
$469K 0.04%
4,140
+880
427
$468K 0.04%
+6,135
428
$467K 0.04%
13,895
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429
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2,006
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431
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4,802
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432
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7,680
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434
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435
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436
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437
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3,794
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438
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439
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2,077
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440
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10,128
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3,368
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21,061
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445
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14,755
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19,838
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4,740
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449
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31,650
-200
450
$439K 0.04%
29,289
+1,374
16 17
18
19 20