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
551
$42 0.02%
259
+175
552
$42 0.02%
23
553
$42 0.02%
48
554
$41 0.02%
51,480
+28,540
555
$41 0.02%
1,848
+1,825
556
$41 0.02%
+5,730
557
$41 0.02%
4,743
+1,030
558
$41 0.02%
72
559
$41 0.02%
+740
560
$40 0.02%
63
561
$40 0.02%
1,070
+250
562
$40 0.02%
2,073
+329
563
$40 0.02%
81
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564
$40 0.02%
14,124
+3,374
565
$40 0.02%
88
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566
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+253
567
$40 0.02%
419
568
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6,572
569
$40 0.02%
+859
570
$39 0.02%
35,239
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571
$39 0.02%
292
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572
$39 0.02%
76,782
-18,777
573
$39 0.02%
15
574
$39 0.02%
1,117
+2
575
$39 0.02%
54
21 22
23
24 25