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
526
$45 0.02%
990
527
$45 0.02%
+50
528
$45 0.02%
688
529
$44 0.02%
82,423
+55,161
530
$44 0.02%
1,551
531
$44 0.02%
822
+530
532
$44 0.02%
7,065
+1,962
533
$44 0.02%
686
534
$44 0.02%
1,970
-110
535
$44 0.02%
494
536
$44 0.02%
3
-43
537
$44 0.02%
47
538
$44 0.02%
1,000
539
$43 0.02%
556
-432
540
$43 0.02%
13,442
+3,949
541
$43 0.02%
+450
542
$43 0.02%
86
+11
543
$43 0.02%
3,991
-6
544
$43 0.02%
887
-335
545
$43 0.02%
+7
546
– –
0
547
$43 0.02%
1,300
-300
548
$42 0.02%
511
549
$42 0.02%
505
550
$42 0.02%
246
20 21
22
23 24