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
476
$57 0.03%
616
+133
477
$56 0.03%
2,814
+600
478
$56 0.03%
4,644
+492
479
$55 0.03%
7,258
480
$55 0.03%
544
-264
481
$55 0.03%
15,529
+14,080
482
$55 0.03%
5,011
+315
483
$55 0.03%
182
484
$54 0.03%
243
485
$54 0.03%
76
486
$53 0.03%
401
-214
487
$53 0.03%
131
488
$53 0.03%
24
489
$53 0.03%
+654
490
$52 0.03%
198
491
$52 0.03%
1,856
+1
492
$52 0.03%
52
493
$52 0.03%
20,171
+10,298
494
$51 0.02%
+6,261
495
$51 0.02%
186
-90
496
$51 0.02%
2,170
+179
497
$51 0.02%
13,607
+3,816
498
$51 0.02%
1,350
+350
499
$51 0.02%
16
500
$51 0.02%
657
-158
18 19
20
21 22