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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.28M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.68M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.87M

Top Sells

1
+$3.52M
2
+$2.85M
3
+$2.54M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.42M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.33M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.79%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$333K 0.03%
3,573
+159
527
$332K 0.03%
28,200
528
$332K 0.03%
5,875
+722
529
$331K 0.03%
4,850
530
$331K 0.03%
21,710
+1,215
531
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3,857
+277
532
$329K 0.03%
4,970
-577
533
$327K 0.03%
4,285
-161
534
$323K 0.03%
6,820
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535
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6,181
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536
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7,672
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537
$321K 0.03%
19,475
-752
538
$320K 0.03%
12,319
+1,923
539
$319K 0.03%
1,534
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540
$318K 0.03%
5,019
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541
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6,375
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11,169
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545
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4,780
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546
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547
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+6,419
548
$313K 0.03%
2,032
-44,094
549
$311K 0.03%
45,153
+40
550
$310K 0.03%
7,764
+70
20 21
22
23 24