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
$1.2B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.28M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.68M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.87M

Top Sells

1
+$3.52M
2
+$2.85M
3
+$2.54M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$2.42M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.33M

Sector Composition

1 Technology 9.4%
2 Healthcare 8.79%
3 Consumer Discretionary 5.26%
4 Financials 4.3%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$287K 0.02%
1,402
-10
577
$287K 0.02%
10,872
-235
578
$287K 0.02%
1,605
+37
579
$284K 0.02%
2,035
-531
580
$284K 0.02%
7,012
-356
581
$282K 0.02%
10,386
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582
$280K 0.02%
+8,975
583
$279K 0.02%
3,348
+10
584
$278K 0.02%
+1,981
585
$276K 0.02%
5,935
-1,672
586
$274K 0.02%
5,819
+211
587
$274K 0.02%
+3,515
588
$274K 0.02%
17,096
589
$273K 0.02%
+20,110
590
$273K 0.02%
4,668
-456
591
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592
$271K 0.02%
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593
$271K 0.02%
3,012
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594
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989
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595
$269K 0.02%
25,995
-200
596
$265K 0.02%
1,666
-205
597
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+12,200
598
$265K 0.02%
65
-3,078
599
$264K 0.02%
+6,170
600
$263K 0.02%
10,370
-200
22 23
24
25 26