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
$695M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.1M
3
+$9.85M
4
ABBV icon
AbbVie
ABBV
+$4.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.36M

Top Sells

1
+$9.06M
2
+$8.66M
3
+$8.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.21M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.79M

Sector Composition

1 Healthcare 10.24%
2 Technology 8.2%
3 Communication Services 4.19%
4 Consumer Discretionary 4.15%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K ﹤0.01%
27,500
552
$11K ﹤0.01%
+20,038
553
– –
0
554
$7K ﹤0.01%
+56
555
– –
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556
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557
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558
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-7,034
559
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560
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561
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562
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563
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564
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565
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566
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567
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568
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