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
$695M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.1M
3
+$9.85M
4
ABBV icon
AbbVie
ABBV
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.36M

Top Sells

1
+$9.06M
2
+$8.66M
3
+$8.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.21M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.79M

Sector Composition

1 Healthcare 10.24%
2 Technology 8.2%
3 Communication Services 4.19%
4 Consumer Discretionary 4.15%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$236K 0.03%
5,390
+234
452
$236K 0.03%
4,581
-229
453
$232K 0.03%
2,256
+772
454
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+4,041
455
$232K 0.03%
2,555
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456
$231K 0.03%
+4,737
457
$230K 0.03%
1,739
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458
$226K 0.03%
2,100
-120
459
$226K 0.03%
6,652
+138
460
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1,532
-391
461
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14,090
-1,770
462
$225K 0.03%
+9,695
463
$224K 0.03%
5,955
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464
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+14,349
465
$218K 0.03%
5,266
-156
466
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-6,198
467
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-17,889
468
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2,884
-1,081
469
$212K 0.03%
10,025
-1,069
470
$212K 0.03%
3,370
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471
$212K 0.03%
8,184
-178
472
$211K 0.03%
2,577
-1,181
473
$209K 0.03%
3,012
-1,933
474
$208K 0.03%
2,666
-1,543
475
$208K 0.03%
3,888
+54
17 18
19
20 21