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
501
$51 0.02%
3,289
+862
502
$51 0.02%
960
+904
503
$51 0.02%
27
504
$50 0.02%
261,264
+190,484
505
$49 0.02%
29
-153
506
$49 0.02%
3,023
-148
507
$49 0.02%
386
+226
508
$49 0.02%
401
509
$49 0.02%
59
510
$49 0.02%
15,157
-434
511
$49 0.02%
283
512
$48 0.02%
252
-317
513
$48 0.02%
+1,100
514
$47 0.02%
1,149
+293
515
$47 0.02%
+485
516
$47 0.02%
13,498
+817
517
$47 0.02%
407
518
$47 0.02%
+75
519
$47 0.02%
+9,960
520
$47 0.02%
1,757
+17
521
$46 0.02%
1,356
-12
522
$46 0.02%
28
-71
523
$46 0.02%
208
524
$46 0.02%
2,772
-184
525
$46 0.02%
298
+260
19 20
21
22 23