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
626
$34 0.02%
+1,100
627
$34 0.02%
+26
628
$34 0.02%
373
629
$33 0.02%
359
630
$33 0.02%
809
631
$33 0.02%
1,641
+1,131
632
$33 0.02%
+20,509
633
$33 0.02%
+327
634
$33 0.02%
4,522
+4,051
635
$33 0.02%
188
636
$33 0.02%
406
637
$33 0.02%
+345
638
$32 0.02%
4,437
+10
639
$32 0.02%
249
640
$32 0.02%
24
641
$32 0.02%
703
-280
642
$32 0.02%
448
+176
643
$32 0.02%
282
644
$32 0.02%
43
-479
645
$32 0.02%
+1,299
646
$32 0.02%
161
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647
$31 0.02%
1,400
648
$31 0.02%
55
649
$31 0.02%
292
650
$31 0.02%
21,180
+4,380
24 25
26
27 28