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
451
$64 0.03%
3,312
+2,160
452
$64 0.03%
262
453
$63 0.03%
1,492
+453
454
$63 0.03%
165
455
$63 0.03%
968
456
$62 0.03%
2
457
$62 0.03%
718
+675
458
$62 0.03%
2,682
+37
459
$62 0.03%
2,258
+1,702
460
$62 0.03%
1,066
+974
461
$61 0.03%
19,159
+12,589
462
$61 0.03%
2,500
463
$61 0.03%
250
464
$61 0.03%
657
-600
465
$60 0.03%
201
466
$60 0.03%
443
+1
467
$60 0.03%
356
468
$60 0.03%
6,630
-624
469
$60 0.03%
1,069
+158
470
$59 0.03%
551
471
$59 0.03%
200
472
$59 0.03%
4,488
+2,546
473
$59 0.03%
216
+198
474
$59 0.03%
12
475
$58 0.03%
151
17 18
19
20 21