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IWM

IHT Wealth Management Portfolio holdings

AUM $4.25B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
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
– –
-6,324
556
– –
-2,438
557
– –
-2,630
558
– –
-13,295
559
– –
-3,142
560
– –
-10,172
561
– –
-3,079
562
– –
-4,623
563
– –
-3,473
564
– –
-6,187
565
– –
-37,044
566
– –
-10,650
567
– –
-16,838
568
– –
-33,992
569
– –
-3,050
570
– –
-2,501
571
– –
-3,834
572
– –
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573
– –
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574
– –
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575
– –
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