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
601
$36 0.02%
38,405
+23,678
602
$36 0.02%
44,916
+44,088
603
$36 0.02%
5,332
-1,345
604
$36 0.02%
256
+122
605
$36 0.02%
+575
606
$36 0.02%
408
607
$36 0.02%
2,170
+16
608
$36 0.02%
+16
609
$36 0.02%
+12,435
610
$35 0.02%
1,048
611
$35 0.02%
282
612
$35 0.02%
484
-16
613
$35 0.02%
660
614
$35 0.02%
153
+108
615
$35 0.02%
735
616
$35 0.02%
3,622
+1,356
617
$35 0.02%
16
618
$35 0.02%
31
619
$35 0.02%
518
+468
620
$35 0.02%
3,846
+3,014
621
$35 0.02%
+226
622
$34 0.02%
2,778
+598
623
$34 0.02%
23
624
$34 0.02%
29
625
$34 0.02%
7,712
+7,010
23 24
25
26 27