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
576
$39 0.02%
170
-50
577
$39 0.02%
2,509
+536
578
$39 0.02%
424
+14
579
$39 0.02%
45
-285
580
$38 0.02%
16,939
-178
581
$38 0.02%
823
582
$38 0.02%
50
583
$38 0.02%
193
-116
584
$38 0.02%
1,803
+1,743
585
$38 0.02%
1,460
+469
586
$38 0.02%
20
+2
587
$38 0.02%
+98
588
$37 0.02%
+20,408
589
$37 0.02%
10,673
+811
590
$37 0.02%
2,412
+709
591
$37 0.02%
100
592
$37 0.02%
381
593
$37 0.02%
934
-356
594
$37 0.02%
3,074
+860
595
$37 0.02%
3,400
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596
$37 0.02%
+325
597
$36 0.02%
876
598
$36 0.02%
195
599
$36 0.02%
500
+100
600
$36 0.02%
215
22 23
24
25 26