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
$730M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$6.76M
3
+$5.57M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$5.55M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.9M

Top Sells

1
+$23.5M
2
+$16.9M
3
+$3.88M
4
GLD icon
SPDR Gold Trust
GLD
+$3.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.57M

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 4.93%
3 Healthcare 4.83%
4 Communication Services 4%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$35K ﹤0.01%
+12,637
577
$35K ﹤0.01%
1,491
+441
578
– –
-12,151
579
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-27,500
580
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-228,402
581
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-1,739
582
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-10,270
583
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-12,042
584
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-3,758
585
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-872
586
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-2,577
587
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-3,727
588
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-21
589
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-10,113
590
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-54,159
591
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-154,912
592
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-93,712
593
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-4,323
594
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-16,378
595
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-46,790
596
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-1,176
597
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-30,443
598
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-2,884
599
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-248
600
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-7,178
22 23
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