IWM
IHT Wealth Management Portfolio holdings
AUM
$4.11B
1-Year Est. Return
19.17%
This Fund
S&P 500
1 Year Est. Return
+19.17%
AUM
$2.49B
AUM Growth
+$252M
(+11%)
Holding
1,077
Top Buys
| 1 | +$118M | |
| 2 | +$11.8M | |
| 3 | +$11.7M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.3M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$9.75M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$7.34M | |
| 3 | +$7.06M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$6.14M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.85M |
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Healthcare | 4.59% |
| 3 | Financials | 3.94% |
| 4 | Consumer Discretionary | 3.51% |
| 5 | Industrials | 3.01% |